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Leonardo Simpser

LM ADVISORS LLC·SAN DIEGO, California
Series 65Clean record2 years registeredLM ADVISORS LLC
750 B STREET, SAN DIEGO, CA 92101-8192CRD# 5613550Firm CRD# 153940

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Leonardo Simpser · SAN DIEGO, CA
Registration
CRD #5613550 · LM ADVISORS LLC · 2 years registered
Brand Profile
Not yet started
01

Career History

LM ADVISORS LLC
Jul 2024 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · July 22, 2024
Years registered · 2
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LM ADVISORS LLC
CRD 153940 · SEC 801-72170
AUM
$2.1B
Regulatory assets under management
Employees
21
977 client accounts
Services offered by LM ADVISORS LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at LM ADVISORS LLC →
Introduction

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05

Frequently Asked Questions

What services does Leonardo Simpser offer?
Leonardo Simpser specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.
What are Leonardo Simpser's credentials?
Leonardo Simpser is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Leonardo Simpser located?
Leonardo Simpser is based in SAN DIEGO, California, working with LM ADVISORS LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.
How does Leonardo Simpser charge for services?
Leonardo Simpser's firm is compensated through percentage of aum, subscription fees, other: referral fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LM ADVISORS LLC?
LM ADVISORS LLC has approximately 21 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LM ADVISORS LLC

Jonathan Lesley Chatfield
SAN DIEGO, CA
Luis Maizel
SAN DIEGO, CA
Yoel Bank
SAN DIEGO, CA

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Research
Advisor Fees in CaliforniaNational Fee Analysis
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