AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
AC

Anthony Chen

CENTER PILLAR WEALTH MANAGEMENT LLC
NEWARK, CA 94560
Some features on this profile are disabled
CRD#: 5546236
AC

Professional summary

Anthony Chen, who also goes by Anthony C. Chen, Po C. Chen, is a registered financial advisor currently at CENTER PILLAR WEALTH MANAGEMENT LLC located in Newark, California.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Anthony has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Anthony C. Chen | Po C. Chen

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 Anthony Chen'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

March 19, 2025 - Present

CENTER PILLAR WEALTH MANAGEMENT LLC

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

January 19, 2012 - January 16, 2024

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
PALO ALTO, CA
Past

January 18, 2012 - January 16, 2024

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
PALO ALTO, CA
Past

December 2, 2010 - January 25, 2012

ESSEX NATIONAL SECURITIES, LLC

RIA
CRD#: 25454
PALO ALTO, CA
Past

April 7, 2010 - January 25, 2012

ESSEX NATIONAL SECURITIES, LLC

BD
CRD#: 25454
PALO ALTO, 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
(3/19/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/1/2010
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 7
Date: 4/6/2010
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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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 Accounts124
AUM (Assets Under Management)$ 46,000,000

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

TRUST BUT VERIFY

Monitor Anthony Chen

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

John Israel
John IsraelAdvisorCheck Check Mark
STRATEGIC ADVISERS LLC
IAR
RR
SAN RAMON, CA
Ashkahn Moayedi
Ashkahn MoayediAdvisorCheck Check Mark
WELLS FARGO CLEARING SERVICES, LLC
IAR
RR
DANVILLE, CA
Ronald William Guay
Ronald GuayAdvisorCheck Check Mark
FALCON WEALTH PLANNING, INC.
IAR
San Jose, CA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.