Peter
Chen
Stonemark Wealth Management
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About this Advisor
Peter Chen is a financial advisor who works in Pasadena, California who has 12 years of industry experience. Chen is on the advisory team at Stonemark Wealth Management. Their career trajectory has included roles at Girard Securities Inc, Stonemark Wealth Management Fka Wespac Advisors Socal LLC, Key West Investments LLC and The Leaders Group Inc. Chen holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in California and Texas. Stonemark Wealth Management is a registered investment firm operating out of Pasadena, CA. The investment advisory business has a total of 11 employees. It manages $366 million in assets among its 340 client accounts, making it one of the larger financial advisory firms in the country by assets under management. Of its 340 accounts, 29% belong to high-net-worth individuals who have more than $1 million in assets. Stonemark Wealth Management offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial advisory services typically are based on which services the firm provides the client. Fees charged by Stonemark Wealth Management may include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stonemark Wealth Management Brokerage Details
$365,953,289
11
340
$1,076,333
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Peter Chen Work History
Peter has been registered as a financial advisor for 12 years.*
The Leaders Group Inc
Stonemark Wealth Management Fka Wespac Advisors Socal LLC
Key West Investments LLC
Girard Securities Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Peter Chen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stonemark Wealth Management
Pasadena, CA
Pasadena, CA
Pasadena, CA
Pasadena, CA
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