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Collin Whitfield Saydah

Investment adviser representative at Pasadena Private Wealth, LLC
12 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

12 years in the industry.

  1. Gt Securities, Inc.Mar 2026 to now
  2. Pasadena Private Wealth, LLCFeb 2026 to now
  3. Bank of America, N.A.Feb 2023 to now
  4. Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2022 to now
  5. Purshe Kaplan Sterling InvestmentsJul 2022 to Oct 2022
  6. Thrivent Advisor Network dba 49 FinancialJul 2022 to Oct 2022
  7. Total Wine & MoreMay 2021 to May 2022
  8. Columbus Pacific PropertiesJun 2019 to Jun 2022
  9. University of WashingtonSep 2018 to Jun 2022
  10. Mcdonald'sJun 2018 to Sep 2018
  11. Loyola High SchoolAug 2014 to Jun 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 66 · Uniform Combined State Law2023

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
7595926
Firm CRD
295178
Advisor's SEC record (opens in a new tab)
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