PC
Peter Chen
from Stonemark Wealth Management
Peter Chen is a financial advisor based in California, Pasadena,
with 27 years of experience. Peter currently works for
Stonemark Wealth Management.
Peter maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
Peter Chen works at Stonemark Wealth Management
Stonemark Wealth Management is a financial advisory firm based in Pasadena, California. It currently has approximately $365,812,474 of assets under management and employs about 11 people. Stonemark Wealth Management uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
10 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
201 S. Lake Avenue, Suite 509, Pasadena, California, 91101
Advisor can help with
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting