Unclaimed Profile

Stephen Christopher Target

PILLAR WEALTH ADVISORS, LLC·CONSHOHOCKEN, Pennsylvania

SIE, Series 6, Series 7, Series 24, Series 26, Series 63, Series 65ChFCClean record18 years registeredPILLAR WEALTH ADVISORS, LLC

161 WASHINGTON STREET, SUITE 700, CONSHOHOCKEN, PA 19428CRD# 2165521Firm CRD# 159642

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephen Christopher Target · CONSHOHOCKEN, PA

Registration

CRD #2165521 · PILLAR WEALTH ADVISORS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

M HOLDINGS SECURITIES, INC.

Mar 2023 – present

M HOLDINGS SECURITIES, INC.

Jul 2016 – present

N1 ADVISORS

Jul 2016 – Apr 2023

NEWARK, DE

PILLAR WEALTH ADVISORS, LLC

Dec 2011 – Jun 2016

WILMINGTON, DE

HORNOR, TOWNSEND & KENT, INC.

Jun 2008 – Jun 2016

CONSHOHOCKEN, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 26

Series 63

Series 65

Registration record

First registered · June 20, 2008

Years registered · 18

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PILLAR WEALTH ADVISORS, LLC

CRD 159642 · SEC 801-110543

AUM

$296M

Regulatory assets under management

Employees

790 client accounts

Services offered by PILLAR WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PILLAR WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Stephen Christopher Target offer?

Stephen Christopher Target specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CONSHOHOCKEN, Pennsylvania for a consultation.

What are Stephen Christopher Target's credentials?

Stephen Christopher Target holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Stephen Christopher Target located?

Stephen Christopher Target is based in CONSHOHOCKEN, Pennsylvania, working with PILLAR WEALTH ADVISORS, LLC. Their office serves clients in the CONSHOHOCKEN metropolitan area and surrounding communities.

How does Stephen Christopher Target charge for services?

Stephen Christopher Target's firm is compensated through percentage of aum, subscription fees, other: percentage retirement plan assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PILLAR WEALTH ADVISORS, LLC?

PILLAR WEALTH ADVISORS, LLC has approximately 8 employees and manages $296M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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