Brad
Feldman
Pasadena Private Wealth, LLC
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About this Advisor
Brad Feldman is a financial advisor based in Pasadena, California, working with Pasadena Private Wealth, LLC. Brad has previously held positions at Pasadena Labs, Elite Interactive, Rog Security, California State University, Gt Securities, Inc, and Pasadena Private Wealth, LLC. Brad has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California. Currently, Brad is part of Pasadena Private Wealth, LLC, which operates out of Pasadena, California. The firm has 2 offices and 13 employees. The firm manages assets totaling $1.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Pasadena Private Wealth, LLC includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pasadena Private Wealth, LLC Brokerage Details
$1,209,114,893
13
1,594
$758,541
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Brad Feldman Work History
Gt Securities, Inc
Pasadena Private Wealth, LLC
California State University
Rog Security
Elite Interactive
Pasadena Labs
Disclosures
Please visit the SEC profile of Brad Feldman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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