Robert M. Freeman
Investment adviser representative at Simplicity Wealth
15 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
15 years in the industry.
- Simplicity WealthNov 2025 to now
- Protected TomorrowsOct 2025 to now
- Goldman Sachs & Co. LLCJan 2021 to Oct 2025
- The Ayco Company, L.p./mercer AlliedApr 2018 to Jan 2021
- Chess ScholarsDec 2016 to Mar 2018
- Carma & Associates, Inc (dba - Northshore Pet Chef)Jun 2011 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 6986102
- Firm CRD
- 300572