Simon Edmund Putt
Investment adviser representative at Amerity Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$338.8MFirm assets
3 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Alexander Peter Wealth ManagementAug 2024 to now
- Amerity Wealth Management, LLCOct 2023 to now
- Beacon Global Advisor NetworkOct 2020 to May 2021
- Gwm InternationalAug 2020 to Sep 2023
- Skybound Wealth Management USA, LLC (previously Gwm-USA)Aug 2020 to Sep 2023
- Finsbury AssociatesMay 2017 to Aug 2020
- GlobaleyeApr 2015 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (TX).
Amerity Wealth Management, LLC
$338.8MAssets managed
750Clients
17Advisers
3 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
- 7309103
- Firm CRD
- 322265