Simon Antoine Arrata
Investment adviser representative at Traynor Capital Management
13 yearsExperience
1 stateRegistered in
$2.4BFirm assets
12 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Traynor Capital ManagementAug 2025 to now
- Harvest USADec 2020 to Oct 2021
- Sowell ManagementDec 2019 to Aug 2025
- Targeted Financial Services, LLCMar 2019 to Dec 2019
- Triad AdvisorsMar 2019 to Dec 2019
- RetiredJul 2017 to Mar 2019
- Harvest Krane Investments, LLCMay 2013 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (NY).
Traynor Capital Management
Legal name: Traynor Capital Management, Inc.
$2.4BAssets managed
1,590Clients
7Advisers
12 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
- 3070492
- Firm CRD
- 138881