Stephen Eliot Chen
Founder, Ceo And Chief Compliance OfficerNewretirement Advisors, LLCCRD 2385169
About Stephen Eliot Chen
Stephen Eliot Chen is listed as Founder, Ceo And Chief Compliance Officer at Newretirement Advisors, LLC in Mill Valley, CA. Form ADV reports a beneficial ownership band of Under 5%. Stephen Eliot Chen is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Newretirement Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Stephen Eliot Chen work?
Stephen Eliot Chen is listed as Founder, Ceo And Chief Compliance Officer at Newretirement Advisors, LLC on SEC Form ADV.
How much of Newretirement Advisors, LLC does Stephen Eliot Chen own?
Form ADV reports a beneficial ownership band of Under 5%.
Newretirement Advisors, LLC
| Title | Founder, Ceo And Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2023 |
Newretirement Advisors, LLC
| Title | President/Ceo |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2005 |