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Scott Valey Braser

Oberweis Asset Management Inc.

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About Scott Valey Braser

Scott Braser is a financial advisor with Oberweis Asset Management Inc. Scott has been in the financial industry since January 28, 2011. Scott specializes in providing portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Scott is registered with the state of Illinois as an Investment Advisor Representative. Scott also holds Series 63, Series 65, Series 7, Series 52, and Series 53 securities licenses.

Firm Information

Scott Braser is currently registered with Oberweis Asset Management Inc.. Oberweis Asset Management Inc. is an investment advisor located in Lisle, IL. The firm manages over $3 billion in assets for a variety of clients, including individuals, high-net-worth individuals, corporations, investment companies, and government entities. Their services include portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. The firm is registered with the SEC and has a strong track record of providing investment advice and portfolio management services.
Oberweis Asset Management Inc.

3333 WARRENVILLE ROAD

LISLE, IL 60532

$3.04B

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Provide model portfolio data to clients

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Scott Braser’s Registration & Firm History

IL

06/03/2017 - Present

Oberweis Asset Management Inc. (LISLE IL)

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Licenses & Designations

IA

Issued 06/03/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/08/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/19/2024

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/01/2013

Series 7 - General Securities Representative Examination

BC

Issued 01/27/2011

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott Valey Braser.
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