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Stephen Dominick Philliber

Investment Adviser Representative at WP ADVISORS, LLC

South San Francisco, CACRD #2518605Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
27 yrs
States Registered
1 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Stephen Dominick Philliber has worked in the securities industry since 1999. They are registered to provide investment advisory services in California.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
California
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/19/1999
Series 63
Uniform Securities Agent State Law Examination
Passed 11/17/1995
Series 7
General Securities Representative Examination
Passed 9/2/1997
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 7/26/1994

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $500,0001.25%
Next $500,000 to $5 million1.00%
$5 million to $10 million0.75%
Over $10 million0.50%
Account minimum: $1,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

WP Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WP ADVISORS, LLCCurrent
4/20/1999South San Francisco, CA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at WP ADVISORS, LLC

1 other advisor in the directory

View WP ADVISORS, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Stephen Dominick Philliber has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Stephen Dominick Philliber - Financial Advisor in South San Francisco, CA | AdvisorFinder