Ceo/director · The Pacific Center for Financial Services
Stephen F. Schliesser
CRD 1439219 · Named on Form ADV at one SEC-registered adviser
At a glance
The Pacific Center for Financial Services, an SEC-registered wealth manager based in Danville, CA with $1.1 billion in regulatory assets, lists Stephen F. Schliesser on its Form ADV as Ceo/director, a control person.
Firms and roles
- The Pacific Center for Financial ServicesCeo/directorWealth manager · Danville, CA · $1.1B in regulatory assets
AtlasMembers
Stephen’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Gloria SchliesserCfo/director, The Pacific Center for Financial Services
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Stephen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.