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CL

Chui-wa R. Leung

CENTER PILLAR WEALTH MANAGEMENT LLC
Newark, CA 94560
Some features on this profile are disabled
CRD#: 4916257
CL

Professional summary

Chui-wa Ripple Leung is a registered financial advisor currently at CENTER PILLAR WEALTH MANAGEMENT LLC located in Newark, California.

Chui-wa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Chui-wa has worked at 3 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
|NAME OF ENTITY: Independent Insurance Agent; Yes; 3900 NEW PARK MAILL RD 3RD FLR; NEWARK; CA; 94560; fixed insurance sales; independent insurance agent; 3/29/2006; 10; 0; sales of fixed insurance products. Multiple rental property owner; No; 463-465 Cross Street; Napa; CA; 308 Crescent Avenue, San Francisco. Less than 2 hours a month during market and non market hours in this endeavor.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chui-wa Ripple Leung's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 27, 2021 - Present

CENTER PILLAR WEALTH MANAGEMENT LLC

Office #1: 3900 Newark Mall Road 3rd Floor, Newark, CA 94560
RIA
CRD#: 313243
Newark, CA
Past

April 11, 2006 - June 3, 2021

VOYA FINANCIAL ADVISORS, INC.

RIA
CRD#: 2882
NEWARK, CA
Past

March 29, 2006 - June 3, 2021

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
NEWARK, CA
Past

May 2, 2005 - February 9, 2006

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
OAKLAND, CA
Past

March 25, 2005 - February 9, 2006

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(5/27/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/13/2005
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 5/13/2005
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 3/24/2005
General Securities Representative Examination

Current Firm

CP
CENTER PILLAR WEALTH MANAGEMENT LLC
CENTER PILLAR WEALTH MANAGEMENT | CENTER PILLAR WEALTH MANAGEMENT LLC

CRD#: 313243 / SEC#:

California
Registered Investment Advisory firm - (5/27/2021 Approved)
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Contact information

Main Address
3900 Newark Mall Road 3rd Floor, Newark, CA, 94560
Mailing Address
Phone number
(510) 795-7467
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts142
AUM (Assets Under Management)$ 35,713,108

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CENTER PILLAR WEALTH MANAGEMENT LLC

CRD#: 313243Newark, CA 94560

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