Steven J Musser
Investment adviser representative at Simplicity Wealth
36 yearsExperience
1 stateRegistered in
$4.3BFirm assets
7 yearsFirm in business
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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
- Seminars and workshops
Experience
36 years in the industry.
- Simplicity WealthJun 2026 to now
- Simplicity InvestmentsFeb 2026 to now
- Sandeep Varma Wealth Strategies LLC dba Ats Wealth ManagementJul 2008 to now
- Ats Advanced Trustee StrategiesMay 2001 to now
- Steven MusserFeb 1990 to now
- Cetera Investment Advisers LLCSep 2025 to Feb 2026
- Cetera Wealth Services, LLCSep 2025 to Feb 2026
- Avantax Advisory ServicesMay 2022 to Sep 2025
- Avantax Insurance Agency LLCMay 2022 to Sep 2025
- Avantax Investment Services, Inc.May 2022 to Sep 2025
- Fsc Securities CorpOct 2015 to Apr 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (CA).
Simplicity Wealth
Legal name: Simplicity Wealth LLC
$4.3BAssets managed
8,494Clients
251Advisers
7 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
- 2152088
- Firm CRD
- 300572