Paul Chered

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CRD#: 5052473

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.

Paul Chered was a registered financial professional .

Paul is a previously registered financial professional and started their career in finance in 2006. Paul had worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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®

None

Experience

Past

July 19, 2021 - December 31, 2021

EXOS ASSET MANAGEMENT LLC

RIA

CRD#: 305706

NEW YORK, NY

Past

June 12, 2020 - February 3, 2023

EXOS SECURITIES LLC

CRD#: 298276

NEW YORK, NY

Past

March 14, 2019 - December 18, 2019

ELEFANT ADVISORS LLC

RIA

CRD#: 293769

SALT LAKE CITY, UT

Past

May 3, 2018 - August 24, 2018

ELEFANT ADVISORS LLC

RIA

CRD#: 293769

SALT LAKE CITY, UT

Past

February 23, 2017 - December 18, 2019

ELEFANT MARKETS

CRD#: 284648

SALT LAKE CITY, UT

Past

June 19, 2006 - December 31, 2008

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

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".

EXOS ASSET MANAGEMENT LLC

CRD#: 305706 / SEC#: 801-119726

RIA

Registered Investment Advisory firm - (11/2/2020 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: 5/3/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/11/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/23/2017

General Securities Representative Examination

Current Firm

EXOS ASSET MANAGEMENT LLC

CRD#: 305706 / SEC#: 801-119726

RIA

Registered Investment Advisory firm - (11/2/2020 Approved)

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Contact information

Main Address

35 W 35th Street Fifth Floor, New York, NY 10001

Mailing Address

Phone number

(646) 814-0996

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EXOS ASSET MANAGEMENT LLC (2025) (2/27/2025)

Regulatory assets under management

Total Number of Accounts	4
AUM (Assets Under Management)	$ 99,530,296

Exempt reporting advisers

Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.

SEC / JURISDICTION	REPORTING STATUS	EFFECTIVE DATE
SEC	ERA - Withdrawn	10/1/2020

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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Firm Stability Insights

Paul Chered

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

EXOS SECURITIES LLC

ELEFANT ADVISORS LLC

ELEFANT ADVISORS LLC

ELEFANT MARKETS

GOLDMAN SACHS & CO. LLC

Primary Firm SEC Registration

EXOS ASSET MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/3/2018

Series 63

Date: 5/11/2017

SIE

Date: 10/1/2018

Series 7

Date: 2/23/2017

Current Firm

EXOS ASSET MANAGEMENT LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Exempt reporting advisers

Red Flags

Company Information

EXOS ASSET MANAGEMENT LLC

TRUST BUT VERIFY

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