Guillermo Alberto Silesky
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.
- Simplicity WealthAug 2025 to now
- Tax Smart Investing & PlanningAug 2021 to now
- Secure Investment ManagementSep 2023 to Jun 2025
- Cambridge Investment ResearchSep 2021 to Sep 2023
- Cooper McmanusSep 2021 to Sep 2023
- Massmutual Life InsuranceApr 2019 to Sep 2021
- MML Investors Services, LLCApr 2019 to Sep 2021
- Pruco Securities, LLCAug 2015 to Apr 2019
- The Prudential Insurance Company of AmericaAug 2015 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2020
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
- 6551537
- Firm CRD
- 300572