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GC

Geert M. Criel

PASADENA PRIVATE WEALTH
Los Angeles, CA
Some features on this profile are disabled
CRD#: 7644792
GC

Professional summary

Geert Marc Criel is a registered financial advisor currently at PASADENA PRIVATE WEALTH, LLC located in Los Angeles, California.

Geert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Geert has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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.
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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Geert Marc Criel'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

October 4, 2022 - Present

PASADENA PRIVATE WEALTH, LLC

RIA
CRD#: 295178
Los Angeles, 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.

Highlighted states indicate IAR registrations

IAR
California
(10/4/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/12/2021
Uniform Investment Adviser Law Examination

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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts1,843
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.

Company Information

PASADENA PRIVATE WEALTH, LLC

CRD#: 295178Los Angeles, CA

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