Stephen Chen (CRD# 2385169) is an Investment Advisor Representative working at Newretirement Advisors in Mill Valley, CA and has over 5 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Newretirement Advisors, LLC | Mill Valley, CA | Jul 2018 - Current | 5 |
| Newretirement, Inc. | Mill Valley, CA | Jun 2004 - Current | 19 |
| Sec Ventures, LLC | Mill Valley, CA | Jan 2003 - Dec 2021 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2018 |
- AZ
- CA
- CO
- LA
- NE
- NY
- PA
- TX
- VT
- VA
- WI
- WY
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
AZ, CA, CO, LA, MN, NE, NY, OH, PA, TX, VA, VT, WI, WY
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