Scott Howard Shlecter
Investment Adviser Representative at Pasadena Private Wealth, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Scott Howard Shlecter is an investment adviser representative with Pasadena Private Wealth, LLC in Beverly Hills, CA, where they have been registered since 2025. They have worked in the securities industry since 2005 and have been registered with 3 firms, including Morton Capital Management and Kayne Anderson Capital Advisors LP. They have passed 2 industry qualification exams, including the Series 65 (investment adviser) and Series 7 (general securities representative). They are registered to provide investment advice in California.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Shlecter Wealth Management, LLCMay 2013 – no end date reportedBeverly Hills, CA
- Pasadena Private Wealth, LLCJan 2025 – no end date reportedPasadena, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Pasadena Private Wealth, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Performance-based fees
- Firm account minimum
- $2,000,000 (waivable)
- Estimated blended rate
- 0.0125
- Up to $1,999,9991.25%
- $2,000,000 to $4,999,9990.95%
- $5,000,000 to $9,999,9990.85%
- $10,000,000 to $14,999,9990.75%
+4 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 20
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Pasadena, CA
- SEC file number:
- 801-112999
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of October 1, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Scott Howard Shlecter has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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