Unclaimed Profile

Steven Scott Simpson

COASTEDGE PARTNERS, LLC·LA JOLLA, California

Series 7, Series 66Clean record22 years registeredCOASTEDGE PARTNERS, LLC

888 PROSPECT ST., LA JOLLA, CA 92037CRD# 4668252Firm CRD# 149685

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Steven Scott Simpson · LA JOLLA, CA

Registration

CRD #4668252 · COASTEDGE PARTNERS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

COASTEDGE PARTNERS, LLC

Jan 2017 – present

GURTIN MUNICIPAL BOND MANAGEMENT

Feb 2008 – Jan 2017

SOLANA BEACH, CA

MORGAN STANLEY & CO., INCORPORATED

Apr 2007 – Feb 2008

RANCHO SANTE FE, CA

MORGAN STANLEY

Oct 2003 – Apr 2007

RANCHO SANTE FE, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · October 1, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COASTEDGE PARTNERS, LLC

CRD 149685 · SEC 801-70877

AUM

$1.7B

Regulatory assets under management

Employees

1,070 client accounts

Services offered by COASTEDGE PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at COASTEDGE PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Steven Scott Simpson offer?

Steven Scott Simpson specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in LA JOLLA, California for a consultation.

What are Steven Scott Simpson's credentials?

Steven Scott Simpson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Scott Simpson located?

Steven Scott Simpson is based in LA JOLLA, California, working with COASTEDGE PARTNERS, LLC. Their office serves clients in the LA JOLLA metropolitan area and surrounding communities.

How does Steven Scott Simpson charge for services?

Steven Scott Simpson's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COASTEDGE PARTNERS, LLC?

COASTEDGE PARTNERS, LLC has approximately 17 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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