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Samar Farhangi

Investment adviser representative at Ocean Park Asset Management, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.9BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

11 years in the industry.

  1. Northern Lights Distributors, LLCNov 2015 to now
  2. Ocean Park Asset Management, LLCSep 2015 to now
  3. Sierra Investment Management, LLC.Sep 2015 to now

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2008

State registrations

Registered as an investment adviser representative in 1 state (CA).

Ocean Park Asset Management, LLC

$3.9BAssets managed
138Clients
12Advisers
18 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5244270
Firm CRD
145634
Advisor's SEC record (opens in a new tab)
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