Merhej E. Nassif

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CRD#: 7717370

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.

Merhej Elie Nassif, who also goes by Elie Nassif, was a registered financial professional .

Merhej is a previously registered financial professional and started their career in finance in 2023. Merhej had worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Aliases

Elie Nassif

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.

NEW ERA CPAS, LLP; 2750 WOMBLE ROAD SUITE 102 SAN DIEGO CA 92106; TAX ACCOUNTING SERVICES; NON INVESTMENT RELATED; TAX PARTNER SINCE 09/2020; 160 HOURS PER MONTH, 120 PER MONTH DURING SECURITIES TRADING HOURS

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

March 27, 2023 - December 31, 2024

SKOCZEK & ASSOCIATES, LLC

RIA

CRD#: 141365

SAN DIEGO, CA

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.

Exams

Current Firm

SKOCZEK & ASSOCIATES, LLC

CRD#: 141365 / SEC#:

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Contact information

Main Address

3111 Camino Del Rio N Suite 400, San Diego, CA 92108

Mailing Address

Phone number

(619) 485-9528

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	130
AUM (Assets Under Management)	$ 70,525,601

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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