Collin W. Saydah

PASADENA PRIVATE WEALTH

Pasadena, CA 91101

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CRD#: 7595926

Professional summary

Collin Whitfield Saydah is a registered financial advisor currently at PASADENA PRIVATE WEALTH, LLC located in Pasadena, California.

Collin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Collin has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Collin Whitfield Saydah's CRS (Customer Relationship Summary).

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®

None

Experience

Current

February 4, 2026 - Present

PASADENA PRIVATE WEALTH, LLC

Office #1: 2 North Lake Avenue Suite 520, Pasadena, CA 91101

RIA

CRD#: 295178

Pasadena, CA

Past

April 26, 2023 - February 2, 2026

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

LOS ANGELES, CA

Past

February 6, 2023 - February 2, 2026

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

LOS ANGELES, CA

Past

August 15, 2022 - October 7, 2022

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Manhattan Beach, 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".

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.

Highlighted states indicate IAR registrations

IAR

California
(2/4/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/10/2023

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/1/2022

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/10/2023

General Securities Representative Examination

General Industry/Product Exam

Series 6TO

Date: 8/15/2022

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 7/2/2022

Securities Industry Essentials Examination

Current Firm

PASADENA PRIVATE WEALTH, LLC

CRD#: 295178 / SEC#: 801-112999

RIA

Registered Investment Advisory firm - (4/27/2018 Approved)

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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

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PASADENA PRIVATE WEALTH PART 2A BROCHURE (3/21/2025)

Regulatory assets under management

Total Number of Accounts	1,843
AUM (Assets Under Management)	$ 1,268,875,503

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Collin W. Saydah

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Collin Whitfield Saydah's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

PURSHE KAPLAN STERLING INVESTMENTS

Primary Firm SEC Registration

PASADENA PRIVATE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/10/2023

Series 63

Date: 6/1/2022

Series 7TO

Date: 2/10/2023

Series 6TO

Date: 8/15/2022

SIE

Date: 7/2/2022

Current Firm

PASADENA PRIVATE WEALTH, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PASADENA PRIVATE WEALTH, LLC

TRUST BUT VERIFY

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