Best Investors Account Sign in
Inactive

Tu Thien Nguyen

Sierra Pacific Private Wealth, LLC

Pleasanton, CA

Claim This Profile
Current Employers
Sierra Pacific Private Wealth, Llc

7077 Koll Center Parkway Suite 120, Pleasanton, CA 94566 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-12
  • CA RA
    APPROVED
    Since 2025-11-12

Branch Locations

7077 Koll Center Parkway Suite 120, Pleasanton, CA 94566 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cibc Private Wealth Advisors, Inc. San Francisco CA 11/2021 08/2022
Callahan Financial Planning San Francisco CA 09/2022 11/2023
Boston Private Wealth Llc San Mateo CA 04/2018 11/2021
Bbva Compass Fremont CA 02/2017 09/2017
Bank Of America Milpitas CA 05/2015 02/2017
St. Mary's College Of California Moraga CA 05/2017 10/2018
Ts Bank Treynor IA 11/2023 05/2025
Unemployed Elk Grove CA 05/2025 09/2025
Sierra Pacific Private Wealth Pleasanton CA 09/2025 Present
  • 11/2021 → 08/2022
    Cibc Private Wealth Advisors, Inc.
    San Francisco, CA
  • 09/2022 → 11/2023
    Callahan Financial Planning
    San Francisco, CA
  • 04/2018 → 11/2021
    Boston Private Wealth Llc
    San Mateo, CA
  • 02/2017 → 09/2017
    Bbva Compass
    Fremont, CA
  • 05/2015 → 02/2017
    Bank Of America
    Milpitas, CA
  • 05/2017 → 10/2018
    St. Mary's College Of California
    Moraga, CA
  • 11/2023 → 05/2025
    Ts Bank
    Treynor, IA
  • 05/2025 → 09/2025
    Unemployed
    Elk Grove, CA
  • 09/2025 → Present
    Sierra Pacific Private Wealth
    Pleasanton, CA
Previous Registrations
  • 2025-04-16 → 2025-09-26
    Dae Wealth Management
    Council Bluffs, IA
    Roseville, CA
  • 2022-10-17 → 2024-06-28
    Callahan Financial Planning
    Mill Valley, CA
    Palo Alto, CA
    Elk Grove, CA
    San Francisco, CA
    San Rafael, CA
    Burlingame, CA
Designations

View on SEC IAPD

More in Pleasanton, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor