Peter Chen

from Stonemark Wealth Management
SEC regulated
Regulated Investment Advisor
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
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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

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