Donald Edward Simmons
Investment adviser representative at Steward Advisors Group, LLC
31 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$105.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
31 years in the industry.
- Steward Advisors Group, LLCJun 2022 to now
- Simmons Capital GroupJun 1995 to now
- Purshe Kaplan Sterling InvestmentsJun 2016 to Oct 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
State registrations
Registered as an investment adviser representative in 3 states (FL, NY, TX).
Steward Advisors Group, LLC
$105.4MAssets managed
109Clients
8Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1836646
- Firm CRD
- 321846