Edward Daniel Dropic
Investment adviser representative at Simplicity Wealth
22 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
22 years in the industry.
- Medicus Wealth Consulting LLCApr 2026 to now
- Simplicity WealthApr 2026 to now
- Medicus Wealth Insurance AgencyMar 2026 to now
- Hornor Townsend and Kent, IncJun 2004 to Apr 2026
- Penn Mutual Life Ins CoMar 2004 to Apr 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 4776848
- Firm CRD
- 300572