Samuel H. Serber

CHASING VALUE ASSET MANAGEMENT

Santa Monica, CA 90403

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CRD#: 7445727

Professional summary

Samuel Harrison Serber is a registered financial advisor currently at CHASING VALUE ASSET MANAGEMENT, INC. located in Santa Monica, California.

Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Samuel 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.

Ventura West Speedwash located at 22517 Ventura Blvd, Woodland Hills, CA 91364. Silent Partner Involvement requires 0 hours per month. Start Date - 05/2021 Not investment related

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Harrison Serber'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

November 19, 2021 - Present

CHASING VALUE ASSET MANAGEMENT, INC.

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

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
(11/19/2021)

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: 9/3/2021

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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Samuel H. Serber

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Harrison Serber's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHASING VALUE ASSET MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/3/2021

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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