Natalie Azmi Masarweh
Investment adviser representative at Chequers Financial Management LLC
11 yearsExperience
1 stateRegistered in
$1.3BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Chequers Financial Management LLCJan 2025 to now
- BMO Bank N.A.Aug 2024 to Jan 2025
- BMO Bank N.A.Sep 2023 to Jul 2024
- Northwestern Mutual Investment Services LLCJan 2023 to May 2023
- University of San FranciscoAug 2021 to Jul 2023
- Petra CafeFeb 2021 to Sep 2023
- K1 SpeedFeb 2020 to Feb 2021
- Castro Village BowlNov 2019 to Mar 2020
- Diablo Valley Community CollegeAug 2019 to May 2021
- See's CandiesJun 2018 to Jan 2019
- Castro Valley High SchoolAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Chequers Financial Management LLC
$1.3BAssets managed
256Clients
11Advisers
10 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
- 7659954
- Firm CRD
- 175209