Investment adviser representative · Pasadena Private Wealth, LLC
Geert M. Criel
CRD 7644792 · Los Angeles, CA
At a glance
Geert M. Criel is an investment adviser representative with Pasadena Private Wealth, LLC in Los Angeles, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Geert’s SEC record dates to 2022, about 4 years ago.
Current advisory firm
- Pasadena Private Wealth, LLCSince October 2022Los Angeles, CA · $1.6B in regulatory assets
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Geert’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.