David Bradley Forrest
Investment adviser representative at Simplicity Wealth
11 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
11 years in the industry.
- Evergreen Retirement SolutionsFeb 2023 to now
- Simplicity WealthFeb 2023 to now
- Doctor Protectors, LLCMay 2020 to now
- Cambridge Investment Research Advisors, Inc.Mar 2018 to Dec 2022
- Cambridge Investment Research, Inc.Aug 2016 to Dec 2022
- Marciano Wealth AdvisorsApr 2015 to Dec 2022
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 6137470
- Firm CRD
- 300572