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Bryan A. Muth
PASADENA PRIVATE WEALTH
Exeter, CA 93221
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CRD#: 4793652
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Professional summary
Bryan Andrew Muth, who also goes by Bryan Muth, is a registered financial advisor currently at PASADENA PRIVATE WEALTH, LLC located in Exeter, California and GT SECURITIES, INC. located in Los Angeles, California.
Bryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Bryan has worked at 5 firms and has passed the Series 66, Series 6TO, SIE, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bryan Muth
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. PASADENA PRIVATE WEALTH. YES. 2 N. LAKE AVE, SUITE 510 PASADENA CA 91101. REGISTERED INVESTMENT ADVISOR. PARTNER START 5/2018. 140 HOURS/MONTH, 140 DURING TRADING. PARTNER IN FIRM MANAGING 401K BUSINESS ACCOUNT RELATIONSHIPS AS WELL AS PERSONAL WEALTH MANAGEMENT FOR INDIVIDUALS AND BUSINESSES. 2. The Dotted Apron - Non-Investment Related; 501 High Sierra Dr. Exeter, CA 932211;Baking & Dessert Catering; Consultant;1.1.2018;5-10 hours per month; 0 hours during trading hours; Advise in family business for logistics and purchasing 3. FIXED INSURANCE BUSINESS. YES. 2 N. LAKE AVE, SUITE 510 PASADENA CA 91101. FIXED INSURANCE BUSINESS. PARTNER. START 5/18/2018. 5-10 HOURS/MONTH OR AS NEEDED TO ACCOMMODATE CLIENT NEEDS. 3-5 HOURS/DAY DURING TRADING. PARTNER IN FIRM PROVIDING ADVISORY SERVICES TO CLIENTS WHILE ACTING AS AGENT FOR INSURANCE AS NEEDED. 4. Pasadena Private Real Estate Fund; Investment Related; 2 N. Lake Ave Suite 510, Pasadena, CA 91101; Real Estate; General Partner; 1/1/21; 5-10 hours per month; 0 hours during trading hours; Involved with investment committee that decides which income producing real estate properties the fund invests in. 5. Exeter Eels Swim Boosters Club; Non-Investment Related; P.O. Box 577 Exeter, CA 93221; Youth Recreation Swim Club Team; Treasurer, June 2021; 5-10 hours per month; 0 hours during trading hours; Supports the club by paying bills( check writing ability shared with others), assist board members with coordinating swim meets and other volunteers. Investment advice is not provided. 6. Pasadena Private Finance, LLC; Non-Investment Related; 2 N. Lake Ave, Suite 510, Pasadena, CA 91101;Private Real Estate Funds; Founding Investor; 5/18/2018; 0 hours per month; 0 hours during trading hours; No duties.
CRS (Client Relationship Summary) - RIA
Click below to view Bryan Andrew Muth's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 18, 2018 - Present
PASADENA PRIVATE WEALTH, LLC
Office #1: 228 E Pine St, Exeter, CA 93221RIA
CRD#: 295178
Exeter, CA
Current
September 18, 2024 - Present
GT SECURITIES, INC.
Office #1: 12130 Millennium Dr Suite 300, Los Angeles, CA 90094BD
CRD#: 116012
Los Angeles, CA
Past
May 18, 2020 - May 2, 2024
PENSIONMARK SECURITIES, LLC
BD
CRD#: 283952
Pasadena, CA
Past
May 18, 2018 - May 18, 2020
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Pasadena, CA
Past
August 12, 2004 - May 22, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
PASADENA, CA
Past
June 7, 2004 - May 22, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
PASADENA, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PP
PASADENA PRIVATE WEALTH, LLC
PASADENA PRIVATE WEALTH, LLC
CRD#: 295178 / SEC#: 801-112999
RIA
Registered Investment Advisory firm - (4/27/2018 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
California(5/18/2018)
RR
California(9/18/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
PP
PASADENA PRIVATE WEALTH, LLC
PASADENA PRIVATE WEALTH, LLC
CRD#: 295178 / SEC#: 801-112999
RIA
Registered Investment Advisory firm - (4/27/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2 North Lake Avenue Suite 520, Pasadena, CA 91101
Mailing Address
Phone number
(626) 993-9300
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,843 |
| AUM (Assets Under Management) | $ 1,268,875,503 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
