Marc Andrew Simmons
Investment adviser representative at Simco Financial
21 yearsExperience
1 stateRegistered in
$26MFirm assets
1 yearFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Simco FinancialJul 2025 to now
- Invest Financial CorpJun 2011 to now
- Simco CapitalJan 2005 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
Simco Financial
Legal name: Stedfast Capital Management LLC
$26MAssets managed
24Clients
1Advisers
1 yearIn 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
- 2504488
- Firm CRD
- 336660