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Anthony Schliesser

The Pacific Center For Financial Services

Danville, CA

CRD 6664725

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Employer firm

The Pacific Center For Financial Services CRD 104557

$961M regulatory AUM 13 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
The Pacific Center For Financial Services

156 Diablo Road Suite 320, Danville, CA 94526 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-08-22
  • CA RA
    APPROVED
    Since 2026-08-22

Branch Locations

156 Diablo Road Suite 320, Danville, CA 94526 • 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
Axa Advisors San Francisco CA 01/2019 06/2019
The Pacific Center For Financial Services San Ramon CA 06/2017 08/2017
The Pacific Center For Financial Services San Ramon CA 06/2018 08/2018
The Pacific Services For Financial Services San Ramon CA 06/2018 08/2018
The Pacific Services For Financial Services San Ramon CA 06/2020 08/2020
Aspiriant Los Angeles CA 03/2022 07/2026
University Of San Francisco San Francisco CA 08/2017 05/2021
Unemployed Los Angeles CA 05/2021 03/2022
Holden High School Orinda CA 01/2016 05/2017
The Pacific Center For Financial Services Danville CA 08/2026 Present
  • 01/2019 → 06/2019
    Axa Advisors
    San Francisco, CA
  • 06/2017 → 08/2017
    San Ramon, CA
  • 06/2018 → 08/2018
    San Ramon, CA
  • 06/2018 → 08/2018
    The Pacific Services For Financial Services
    San Ramon, CA
  • 06/2020 → 08/2020
    The Pacific Services For Financial Services
    San Ramon, CA
  • 03/2022 → 07/2026
    Aspiriant
    Los Angeles , CA
  • 08/2017 → 05/2021
    University Of San Francisco
    San Francisco, CA
  • 05/2021 → 03/2022
    Unemployed
    Los Angeles, CA
  • 01/2016 → 05/2017
    Holden High School
    Orinda, CA
  • 08/2026 → Present
    Danville, CA
Designations
  • Certified Financial Planner
Other Names
  • Anthony Jackson Schliesser
  • Anthony J Schliesser
  • Tony Schliesser

View on SEC IAPD

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