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Geert Marc Criel

Pasadena Private Wealth, LLC

Los Angeles, CA

Pasadena, CA

CRD 7644792

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Employer firm

Pasadena Private Wealth, LLC CRD 295178

$1.62B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
Pasadena Private Wealth, Llc

2 North Lake Avenue Suite 520, Pasadena, CA 91101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-10-04
  • CA RA
    APPROVED
    Since 2022-10-04

Branch Locations

Los Angeles, CA • United States

2 North Lake Avenue Suite 520, Pasadena, CA 91101 • 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
Belgian Ministry Of Foreign Affairs Brussels 10/1990 09/2022
Pasadena Private Wealth, Llc Pasadena CA 10/2022 Present
Other Businesses

European Language Movies in America; Not Investment Related; 1541 Ocean Av, Suite 200, Santa Monica, CA 90401; Nonprofit organization dedicated to showcasing European Movies; Director; 50 hours per month outside of securities trading hours; Promotion and co-financing of European movies in Los Angeles.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-12
  • S65 Uniform Investment Adviser Law Examination
    2021-02-12

View on SEC IAPD

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