Yaniv Grinberg, financial advisor Tarzana CA
93 score

Yaniv Grinberg

CRD Number: 6051840
Current Firm: Tamar Securities, LLC

Yaniv Grinberg (CRD# 6051840) is an Investment Advisor Representative working at Tamar Securities, LLC in Tarzana, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Tamar Securities, LLC Woodland Hills, CA Nov 2015 - Current 2
Purshe Kaplan Sterling Albany, NY Apr 2012 - Current 6
Tamar Securities, LLC Woodland Hills, CA Aug 2010 - Nov 2015 5
Maria's Italian Kitchen Woodland Hills, CA Aug 2009 - Aug 2010 1
Taft High School Woodland Hills, CA Sep 2005 - Aug 2009 3
Australian Swim School Tarzana, CA Sep 2008 - Apr 2009 < 1
Edwards Cinemas Calabasas, CA Sep 2007 - Dec 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2012
S65 NASAA Investment Advisors Law Examination Jul 2013
Contact Info for Yaniv Grinberg
Phone Number: 818-914-7460
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
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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