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GC

George Chang

PILLAR POINT WEALTH MANAGEMENT LLC
SAN FRANCISCO, CA
Some features on this profile are disabled
CRD#: 5275124
GC

Professional summary

George Chang is a registered financial advisor currently at PILLAR POINT WEALTH MANAGEMENT LLC located in San Francisco, California.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. George has worked at 2 firms and has passed the Series 65, SIE 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Chang'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

June 3, 2025 - Present

PILLAR POINT WEALTH MANAGEMENT LLC

RIA
CRD#: 336538
SAN FRANCISCO, CA
Past

February 2, 2007 - January 10, 2024

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
San Francisco, CA

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
(6/3/2025)
IAR
Texas
(7/10/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/7/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/1/2007
General Securities Representative Examination

Current Firm

PP
PILLAR POINT WEALTH MANAGEMENT LLC
PILLAR POINT WEALTH MANAGEMENT LLC

CRD#: 336538 / SEC#:

California
Registered Investment Advisory firm - (6/3/2025 Approved)
Texas
Registered Investment Advisory firm - (6/16/2025 Conditional Restricted)
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Contact information

Main Address
San Francisco, CA
Mailing Address
2443 Fillmore St. #380-2916, San Francisco, CA 94115
Phone number
(415) 295-2333
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

PILLAR POINT WEALTH MANAGEMENT LLC

CRD#: 336538San Francisco, CA

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