Gary Pia
CRD Number: 856549Current Firm: Mission Street Wealth Planning
Compensation Model: Fee Only
Gary Pia (CRD# 856549) is an Investment Advisor Representative and the owner and founder of Mission Street Wealth Planning in South Pasadena, CA. He has over 21 years of experience as a personal financial and investment advisor.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mission Street Wealth Planning | South Pasadena, CA | May 1986 - Current | 37 |
| City Of South Pasadena | South Pasadena, CA | Dec 2012 - Dec 2022 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2000 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- UT
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Total Assets Under Management34MILLIONS
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Total Number of Accounts67ACCOUNTS
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Average Account Value$503,231
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, UT
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