Phillip Sun Law
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Warren Street Wealth Advisors, LLCMay 2025 to now
- Capital GroupMay 2022 to May 2025
- Warren Street Wealth Advisors, LLCJul 2020 to Apr 2022
- StudentFeb 2020 to Jul 2020
- Pathway Capital ManagementJan 2020 to Feb 2020
- StudentAug 2019 to Jan 2020
- StoutJun 2019 to Aug 2019
- Warren Street Wealth AdvisorsJun 2018 to May 2019
- MFG DirectJul 2017 to Jun 2018
- California State UniversityAug 2016 to May 2020
- Titan ShopsJul 2016 to Aug 2017
- The Poke StopJun 2016 to Aug 2020
- 85 Degree BakeryMay 2016 to Jun 2020
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
Warren Street Wealth Advisors, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7298068
- 173447