Tasha Mauss is a registered investment advisor at Samara Capital, based in Beaverton, OR, with 17 years of industry experience. Tasha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 94 clients with $110M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
8625 SW Southwest Cascade Ave, Suite 506, Beaverton, OR, 97008
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Tasha is a licensed insurance agent and may offer insurance products, receiving fees from sales. She mitigates potential conflicts of interest by acting as a fiduciary and prioritizing the client's best interest.
Employment History
Current Registrations
Samara Capital
Previous Registrations
Strategic Wealth Partners, LTD.
Tru Independence Asset Management, LLC
Unionbanc Investment Services, LLC
Unionbanc Investment Services, LLCBroker
Key Investment Services LLC
Key Investment Services LLCBroker
Key Investment Services LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
MML Investors Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.