Robert A Prousalis
Investment adviser representative at Simplicity Wealth
22 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
22 years in the industry.
- Simplicity WealthOct 2025 to now
- Integrative LawFeb 2023 to now
- Integrative WealthJan 2020 to now
- Paramount FinancialAug 2022 to Sep 2025
- Tradewinds Tax PlanningApr 2022 to Aug 2025
- Guardian Wealth AdvisorsOct 2020 to May 2022
- Life Solutions GroupSep 2018 to Apr 2022
- Compass Business AdvisorsJan 2013 to Mar 2022
- Prousalis & Papantonalis, P.CJan 2004 to Feb 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 7296633
- Firm CRD
- 300572