Karen Lipson

CHASING VALUE ASSET MANAGEMENT

San Diege, CA

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CRD#: 7411452

Professional summary

Karen Lipson, who also goes by Karen Schwarzberg, is a registered financial advisor currently at CHASING VALUE ASSET MANAGEMENT, INC. located in San Diege, California.

Karen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Karen has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Karen Schwarzberg

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) - RIA

Click below to view Karen Lipson'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

August 9, 2021 - Present

CHASING VALUE ASSET MANAGEMENT, INC.

RIA

CRD#: 157336

San Diege, 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
(8/9/2021)

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Exams

State Security Law Exam

IAR

Series 65

Date: 5/16/2021

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

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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Karen Lipson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Karen Lipson's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHASING VALUE ASSET MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/16/2021

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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