IW
IW

Iain Whyte

23 Years of Experience
Pasadena, CA
Broker

Iain Whyte is a registered investment advisor, based in Pasadena, CA, with 23 years of industry experience.

Location

2 North Lake Avenue, Suite 520, Pasadena, CA, 91101

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Iain is the chairman of Pasadena Private Financial Group, Pasadena Private Lending, and Pasadena Private Wealth, dedicating nearly full-time, about a quarter of his time, and about a quarter of his time respectively. He is also the principal of Pasadena Private Solar Production, spending a few hours per week on this non-investment related activity.

Employment History
Current Registrations
Gt Securities, INC.
January 2019 - Present · 7 yrs 4 mos
Gt Securities, INC.Broker
January 2019 - Present · 7 yrs 4 mos
Pasadena Private Wealth, LLC
May 2018 - Present · 8 yrs
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
May 2018 - December 2018 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2003 - May 2018 · 15 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2002 - May 2018 · 15 yrs 5 mos
State Registrations1 state
CA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.