Simon Matthew Holford
Investment adviser representative at Pasadena Private Wealth, LLC
26 yearsExperience
3 statesRegistered in
$1.6BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
26 years in the industry.
- Gt Securities, Inc.Jan 2025 to now
- Pensionmark Securities, LLCMay 2020 to now
- Pasadena Private Wealth, LLCMay 2018 to now
- Purshe Kaplan Sterling Investments, IncMay 2018 to Dec 2019
- Bank of America,NASep 2009 to May 2018
- Merrill Lynch, Pierce, Fenner & Smith, Inc.Jul 2000 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 3 states (CA, HI, TX).
Pasadena Private Wealth, LLC
$1.6BAssets managed
524Clients
19Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4249463
- Firm CRD
- 295178