Adam Sevier

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

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.

1. Simplicity WealthMay 2026 to now
2. Simplicity InvestmentsJan 2026 to now
3. Ats Advanced Trustee Strategies Inc.Feb 2025 to now
4. Ats Wealth ManagementFeb 2025 to now
5. Cetera Investment Advisers LLCSep 2025 to Jan 2026
6. Cetera Wealth Services, LLCSep 2025 to Jan 2026
7. Avantax Advisory ServicesMay 2025 to Sep 2025
8. Avantax Insurance Agency, LLCMay 2025 to Sep 2025
9. Avantax Investment Services Inc.May 2025 to Sep 2025
10. UnemployedDec 2024 to Jan 2025
11. Massmutual Life Insurance CompanySep 2024 to Nov 2024
12. MML Investors Services, LLCSep 2024 to Nov 2024
13. The Drunken CrabNov 2023 to Sep 2024
14. UnemployedOct 2023 to Oct 2023
15. Hollister Brewing Co.Jun 2022 to Sep 2023
16. University of California Santa BarbaraSep 2021 to Jun 2023
17. UnemployedSep 2021 to Jun 2022
18. Santa Barbara City CollegeAug 2020 to Jun 2021
19. La Cumbre Country ClubJul 2020 to Sep 2021
20. University of California San DiegoSep 2019 to Jun 2021
21. UnemployedJul 2019 to Sep 2019
22. Mira Costa High SchoolAug 2015 to Jun 2019

Exams passed

• Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 1 state (CA).

Simplicity Wealth

Legal name: Simplicity Wealth LLC

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

7981993

Firm CRD

300572