Phylip Charles Simmons
Investment adviser representative at Simplicity Wealth
10 yearsExperience
1 stateRegistered in
$4.3BFirm assets
7 yearsFirm in business
Are you Phylip Charles Simmons? Claim your profile
Contact this firm
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
10 years in the industry.
- Simplicity WealthJun 2026 to now
- Moss 478 LLCMay 2026 to now
- Simplicity InvestmentsJan 2026 to now
- Manzana 1505 LLCFeb 2025 to now
- Manzana 1447 LLCJan 2025 to now
- Ats Advanced Trustee StrategiesOct 2018 to now
- Sandeep Varma Wealth Strategies, LLC dba Ats Wealth ManagementOct 2018 to now
- Cetera Investment Advisers LLCSep 2025 to Jan 2026
- Cetera Wealth Services, LLCSep 2025 to Jan 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 SecuritiesOct 2018 to Apr 2022
- Bank of America, N.A.Jun 2017 to Oct 2018
- Merrill Lynch, Pierce, Fenner & SmithSep 2016 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2017
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
- 5950595
- Firm CRD
- 300572