Renee Walsh Simpson
Investment adviser representative at Everstar Asset Management, LLC
13 yearsExperience
1 stateRegistered in
$336.7MFirm assets
3 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 assetsHourlyPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Everstar Asset Management, LLCNov 2023 to now
- Mt. Pleasant SmokehouseApr 2021 to now
- Advanced Wealth Strategies, IncFeb 2018 to now
- Alphastar Capital Management, LLCFeb 2018 to Oct 2023
- Guardian Life InsuranceAug 2013 to Feb 2018
- Park Avenue SecuritiesAug 2013 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (NC).
Everstar Asset Management, LLC
$336.7MAssets managed
1,132Clients
10Advisers
3 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
- 5954624
- Firm CRD
- 313334