Morgan Simon
Investment adviser representative at Candide Group
12 yearsExperience
1 stateRegistered in
$123.6MFirm assets
6 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Candide Group, LLCMar 2017 to now
- More Better Impact, LLC, dba Pi InvestmentsJun 2015 to Mar 2017
- Middlebury CollegeAug 2014 to Sep 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (CA).
Candide Group
Legal name: Candide Group, LLC
$123.6MAssets managed
11Clients
2Advisers
6 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
- 6739151
- Firm CRD
- 286086