Brian Carroll Kelleher
Investment adviser representative at Simplify Asset Management Inc.
15 yearsExperience
2 statesRegistered in
$14.1BFirm assets
6 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Simplify Asset Management Inc.Sep 2020 to now
- Pimco Investments LLCApr 2011 to Sep 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Simplify Asset Management Inc.
$14.1BAssets managed
44Clients
4Advisers
6 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
- 2761242
- Firm CRD
- 309535