Samuel Serber (CRD# 7445727) is an Investment Advisor Representative working at Chasing Value Asset Management, Inc. in Santa Monica, CA and has over 2 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Chasing Value Asset Management, Inc. | Los Angeles, CA | Jun 2021 - Current | 2 |
| University Of California Berkley | Berkley, CA | Aug 2017 - May 2021 | 3 |
| Ps Arts | Los Angeles, CA | May 2018 - Jul 2018 | < 1 |
| Brentwood High School | Los Angeles, CA | Aug 2013 - Jun 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2021 |
- CA
-
Total Assets Under Management17MILLIONS
-
Total Number of Accounts13ACCOUNTS
-
Average Account Value$1,279,998
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Publication of periodicals or newsletters
CA
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