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Simon Street Reeves

Pasadena Private Wealth, LLC

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About Simon Street Reeves

Simon Street Reeves is an Investment Advisor Representative at Pasadena Private Wealth, LLC. Simon Reeves has been in the industry since 2003. Simon Reeves is registered with the state of California. Prior to Pasadena Private Wealth, LLC, Simon Reeves was employed at TIDEROCK FINANCIAL, LLC. Simon Reeves's areas of specialization are Retirement Planning, College Savings Plans, Estate Planning, Asset Allocation, Mutual Funds, Annuities, and Insurance. The firm's main office is located in Pasadena, CA. Simon Reeves has held multiple positions at multiple firms.

Firm Information

Simon Reeves is currently registered with Pasadena Private Wealth, LLC. Pasadena Private Wealth, LLC is an investment advisory firm based in Pasadena, California. They have 5 licensed agents, 11 investment adviser representatives, and 8 registered representatives. The firm manages approximately $1.21 billion in assets under management, with a focus on providing financial planning, pension consulting, educational seminars, and portfolio management services for individuals, families, and retirement plans. The firm specializes in managing assets for high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans. They also offer services such as publication of periodicals and selection of other advisors.
Pasadena Private Wealth, LLC

2 NORTH LAKE AVENUE

PASADENA, CA 91101

$1.21B

Assets Under Management

1

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Simon Reeves’s Registration & Firm History

CA

07/24/2023 - Present

Pasadena Private Wealth, LLC (Irvine CA)

NY

08/08/2003 - 03/23/2004

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 04/30/2007

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 09/03/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/07/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Simon Street Reeves.
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