Susan J. Weiss

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CRD#: 2402045

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Susan Jaffe Weiss, CFP®, who also goes by Susan Denise Jaffe, Susan Jaffe, Susan J Weiss, was a registered financial professional .

Susan is a previously registered financial professional and started their career in finance in 1996. Susan had worked at 5 firms and has passed the Series 65, Series 63, Series 62, Series 6 and Series 2 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Susan Denise Jaffe | Susan Jaffe | Susan J Weiss

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1997

Experience

Past

May 25, 2018 - November 4, 2021

CHEVIOT VALUE MANAGEMENT, LLC

RIA

CRD#: 166291

BEVERLY HILLS, CA

Past

September 25, 2008 - February 4, 2009

FIRST REPUBLIC WEALTH ADVISORS, LLC

RIA

CRD#: 132035

SAN FRANCISCO, CA

Past

September 24, 2008 - February 4, 2009

FIRST REPUBLIC SECURITIES COMPANY, LLC

CRD#: 105108

PALO ALTO, CA

Past

July 8, 1997 - November 30, 2009

BAILARD, INC.

RIA

CRD#: 110550

FOSTER CITY, CA

Past

July 16, 1996 - August 15, 2008

BAILARD FUND SERVICES, INC.

CRD#: 21206

FOSTER CITY, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CHEVIOT VALUE MANAGEMENT, LLC

CRD#: 166291 / SEC#: 801-77652

RIA

Registered Investment Advisory firm - (2/15/2013 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/20/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/20/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 62

Date: 8/29/1997

Corporate Securities Limited Representative Examination

General Industry/Product Exam

Series 6

Date: 7/15/1996

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 2

Date: 9/13/1993

Non-Member General Securities Examination

Current Firm

CHEVIOT VALUE MANAGEMENT, LLC

CRD#: 166291 / SEC#: 801-77652

RIA

Registered Investment Advisory firm - (2/15/2013 Approved)

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Contact information

Main Address

433 North Camden Drive Suite 800, Beverly Hills, CA 90210

Mailing Address

Phone number

(310) 451-8600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CHEVIOT ADV 2A AND 2B (9/26/2025)

Regulatory assets under management

Total Number of Accounts	1,216
AUM (Assets Under Management)	$ 963,340,637

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Susan J. Weiss

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

FIRST REPUBLIC WEALTH ADVISORS, LLC

FIRST REPUBLIC SECURITIES COMPANY, LLC

BAILARD, INC.

BAILARD FUND SERVICES, INC.

Primary Firm SEC Registration

CHEVIOT VALUE MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/20/1997

Series 63

Date: 1/20/1997

Series 62

Date: 8/29/1997

Series 6

Date: 7/15/1996

Series 2

Date: 9/13/1993

Current Firm

CHEVIOT VALUE MANAGEMENT, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CHEVIOT VALUE MANAGEMENT, LLC

TRUST BUT VERIFY

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