Ariel Serber (CRD# 4557891) is an Investment Advisor Representative working at Clutch Capital Management, LLC in Forest Hills, NY and has over 21 years of experience in the finance industry.
CRD# 5729536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5784181
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5241462
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clutch Capital Management, LLC | Rego Park, NY | Sep 2018 - Current | 5 |
| Lions Asssurance Financial | New York, NY | Apr 2017 - Current | 7 |
| Axa Advisors, LLC | Woodbury, NY | Nov 2012 - Mar 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2002 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2018 |
- NY
-
Total Assets Under Management26MILLIONS
-
Total Number of Accounts102ACCOUNTS
-
Average Account Value$255,882
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
NY
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