Charles Marcus Coleman
Investment adviser representative at Pasadena Private Wealth, LLC
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Pasadena Private Wealth, LLCDec 2021 to now
- Dorsey, Wright and Associates, LLCNov 2016 to Dec 2021
- Holly Street Wealth AdvisorsApr 2013 to Nov 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 5953604
- Firm CRD
- 295178