Michael Tanha, financial advisor Beverly Hills CA
53 score

Michael Tanha

CRD Number: 6022108
Current Firm: Boulevard Family Wealth

Michael Tanha (CRD# 6022108) is an Investment Advisor Representative working at Boulevard Family Wealth in Beverly Hills, CA and has over 4 years of experience in the finance industry.

Similar Advisors
Jeffrey Tilson, financial advisor Beverly Hills CA
Jeffrey S. Tilson
CRD# 4504995
Jst Investment Consulting
Similar Advisors
Leighann Miko, financial advisor Beverly Hills CA
Leighann Miko
CRD# 6093393
Equalis Financial
Similar Advisors
David Fried, financial advisor Beverly Hills CA
David R. Fried
CRD# 2753945
Fried Asset Management, Inc.
Company Name Location Dates Years
Boulevard Insurance Strategies, LLC Beverly Hills, CA Aug 2017 - Current < 1
Boulevard Family Wealth Beverly Hills, CA Aug 2017 - Current < 1
Bank Of America, N.a. Beverly Hills, CA Apr 2015 - Jun 2017 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly Hills, CA Sep 2014 - Jun 2017 2
Northwestern Mutual Investment Services, LLC Las Vegas, NV Mar 2013 - Sep 2014 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Jul 2012 - Sep 2014 2
Smd Corp Las Vegas, NV Jan 2012 - Jul 2012 < 1
Self Employed Irvine, CA Feb 2006 - Jan 2012 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2013
S65 NASAA Investment Advisors Law Examination Dec 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Michael M. Tanha
Phone Number: 877-556-5550
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Michael Tanha and other advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.