Anthony Schliesser
Investment adviser representative at The Pacific Center for Financial Services
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- The Pacific Center for Financial ServicesAug 2026 to now
- AspiriantMar 2022 to Jul 2026
- UnemployedMay 2021 to Mar 2022
- The Pacific Services for Financial ServicesJun 2020 to Aug 2020
- AXA AdvisorsJan 2019 to Jun 2019
- The Pacific Center for Financial ServicesJun 2018 to Aug 2018
- The Pacific Services for Financial ServicesJun 2018 to Aug 2018
- University of San FranciscoAug 2017 to May 2021
- The Pacific Center for Financial ServicesJun 2017 to Aug 2017
- Holden High SchoolJan 2016 to May 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
The Pacific Center for Financial Services
$1.1BAssets managed
789Clients
5Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6664725
- Firm CRD
- 104557