MS
Mark M. Samel
CHOICE ASSET MANAGEMENT LLC
Lakewood, NJ
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CRD#: 4677574
MS
Professional summary
Mark Moshe Samel, CFP®, who also goes by Moshe Mark Samel, is a registered financial advisor currently at CHOICE ASSET MANAGEMENT LLC located in Lakewood, New Jersey.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Mark has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Moshe Mark Samel
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.
SCHOOL TEACHER YESHIVAT KETER TORAH 5 MERIDIAN RD. EATONTOWN, NJ 07724 732-935-1111 START DATE 09/01/2012 35 HRS/WEEK
CRS (Client Relationship Summary) - RIA
Click below to view Mark Moshe Samel's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
November 29, 2006 - Present
CHOICE ASSET MANAGEMENT LLC
RIA
CRD#: 127069
Lakewood, NJ
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New Jersey(11/29/2006)
IAR
New York(5/2/2023)
Exams
Current Firm
CA
CHOICE ASSET MANAGEMENT LLC
CHOICE ASSET MANAGEMENT | SAMEL, MARK MOSHE | CHOICE ASSET MANAGEMENT LLC
CRD#: 127069 / SEC#:
New Jersey
Registered Investment Advisory firm - (11/29/2006 Approved)New York
Registered Investment Advisory firm - (11/10/2003 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Lakewood, NJ
Mailing Address
Phone number
(732) 367-6244
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 95 |
| AUM (Assets Under Management) | $ 50,733,322 |
Red Flags
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