Iain Whyte (CRD# 4593192) is an Investment Advisor Representative working at Pasadena Private Wealth, LLC in Pasadena, CA and has over 21 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gt Securities, Inc. | Los Angeles, CA | Jan 2019 - Current | 5 |
| Pasadena Private Finance, LLC | Pasadena, CA | Jul 2018 - Current | 5 |
| Pasadena Private Wealth | Pasadena, CA | May 2018 - Current | 5 |
| Purshe Kaplan Sterling Investments | Albany, NY | May 2018 - Dec 2018 | < 1 |
| Bank Of America, Na | Pasadena, CA | Sep 2009 - May 2018 | 8 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles, CA | Aug 2002 - May 2018 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2002 |
- 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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