Sean Irvin
Investment adviser representative at Simplicity Wealth
11 yearsExperience
2 statesRegistered 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 2026 to now
- Wall Street South Insurance and Wealth MgmtAug 2026 to now
- UnemployedJun 2026 to Jul 2026
- Bankers Life Advisory Services, IncMar 2024 to May 2026
- Bankers Life Securities, IncSep 2018 to May 2026
- Bankers Life & Casualty, IncMay 2017 to May 2026
- UnemployedNov 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (NC, SC).
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
- 7026604
- Firm CRD
- 300572