Craig Colbath (CRD# 2484446) is an Investment Advisor Representative working at Pasadena Private Wealth, LLC in Pasadena, CA and has over 29 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gt Securities, Inc. | Los Angeles, CA | Jan 2020 - Current | 4 |
| Pasadena Private Wealth, LLC | Pasadena, CA | Jan 2019 - Current | 5 |
| Singpoli Private Wealth Corporation | Pasadena, CA | Jan 2017 - Jan 2019 | 2 |
| Singpoli Wealth Management | Pasadena, CA | Jul 2016 - Jan 2019 | 2 |
| Singpoli Capital, LLC | Pasadena, CA | Jul 2016 - Jan 2019 | 2 |
| Cetera Advisor Networks | El Segundo, CA | Mar 2016 - Jun 2016 | < 1 |
| Unemployed | Pasadena, CA | Dec 2015 - Mar 2016 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Portland, ME | Apr 1994 - Dec 2015 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1994 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1994 |
- CA
-
Total Assets Under Management1,209MILLIONS
-
Total Number of Accounts1,594ACCOUNTS
-
Average Account Value$758,541
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, GA, HI, NE, OH, TX
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