Sheldon D. Liber

CHASING VALUE ASSET MANAGEMENT

Santa Monica, CA 90403

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CRD#: 6037398

Professional summary

Sheldon Dale Liber is a registered financial advisor currently at CHASING VALUE ASSET MANAGEMENT, INC. located in Santa Monica, California.

Sheldon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Sheldon has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

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.

LIBERSTUDIO ARCHITECTS, INC. NON-INVESTMENT RELATED 2444 WILSHIRE BOULEVARD, SUITE 300 SANTA MONICA, CA 90403 VICE PRESIDENT - 1992 TO PRESENT REQUIRES APPROXIMATELY 8 HOURS PER MONTH. THE BUSINESS CURRENTLY PROVIDES LIMITED SUPPORT SERVICES TO REAL ESTATE INVESTMENT AND MANAGEMENT ACTIVITIES. CAPITAL INNOVATIONS, INC. REAL ESTATE LANDLORD 1119 COLORADO AVENUE, SUITE 14 SANTA MONICA, CALIFORNIA 90401 CEO - 1994 TO PRESENT REQUIRES APPROXIMATELY 6 HOURS PER MONTH. THIS SINGLE PURPOSE ENTITY OWNS, AS AN INVESTMENT, 1119 COLORADO. DAY TO DAY MANAGEMENT IS CONTRACTED TO A THIRD PARTY MANAGEMENT COMPANY. TENERGY LLC REAL ESTATE HOLDING COMPANY 1999 to PRESENT- PRESIDENT AND MANAGING MEMBER 2444 WILSHIRE BLVD STE 300 SANTA MONICA CA 90403 THIS SINGLE PURPOSE ENTITY OWNS, AS AN INVESTMENT, 2344 PICO BLVD. DAY TO DAY MANAGEMENT IS PERFORMED BY A THIRD PARTY MANAGEMENT COMPANY. ON AVERAGE, ALL OF THE FOREGOING ACTIVITIES REQUIRE NO MORE THAN APPROXIMATELY 1 HOUR PER DAY DURING THE TRADING DAY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sheldon Dale Liber'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®

None

Experience

Current

January 27, 2017 - Present

CHASING VALUE ASSET MANAGEMENT, INC.

Office #1: 2444 Wilshire Boulevard Suite 300, Santa Monica, CA 90403

RIA

CRD#: 157336

Santa Monica, CA

Past

April 26, 2012 - December 31, 2016

CHASING VALUE ASSET MANAGEMENT, INC.

RIA

CRD#: 157336

SANTA MONICA, CA

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

California
(1/27/2017)

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: 1/30/2012

Uniform Investment Adviser Law Examination

Current Firm

CHASING VALUE ASSET MANAGEMENT, INC.

CRD#: 157336 / SEC#:

California

Registered Investment Advisory firm - (1/27/2017 Approved)

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Contact information

Main Address

2444 Wilshire Boulevard Suite 300, Santa Monica, CA 90403

Mailing Address

Phone number

(310) 434-9777

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	18
AUM (Assets Under Management)	$ 21,378,832

Red Flags

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

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Sheldon D. Liber

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sheldon Dale Liber's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHASING VALUE ASSET MANAGEMENT, INC.

CHASING VALUE ASSET MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/30/2012

Current Firm

CHASING VALUE ASSET MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CHASING VALUE ASSET MANAGEMENT, INC.

TRUST BUT VERIFY

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