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Matthew Simpson

WEALTHSPRING CAPITAL LLC·WEST HARRISON, New York
SIE, Series 7, Series 24, Series 55, Series 63CFAClean record14 years registeredWEALTHSPRING CAPITAL LLC
2 WESTCHESTER PARK DRIVE, WEST HARRISON, NY 10604CRD# 4715223Firm CRD# 301040

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Simpson · WEST HARRISON, NY
Registration
CRD #4715223 · WEALTHSPRING CAPITAL LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

WEALTHSPRING CAPITAL LLC
Jun 2019 – present
ROCHDALE CAPITAL MANAGEMENT
Oct 2011 – Dec 2012
STAMFORD, CT
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 55
Series 63
Registration record
First registered · October 3, 2011
Years registered · 14
Professional designation · CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WEALTHSPRING CAPITAL LLC
CRD 301040 · SEC 801-117460
AUM
$503M
Regulatory assets under management
Employees
5
360 client accounts
Services offered by WEALTHSPRING CAPITAL 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 WEALTHSPRING CAPITAL LLC →
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05

Frequently Asked Questions

What services does Matthew Simpson offer?
Matthew Simpson specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in WEST HARRISON, New York for a consultation.
What are Matthew Simpson's credentials?
Matthew Simpson holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Matthew Simpson located?
Matthew Simpson is based in WEST HARRISON, New York, working with WEALTHSPRING CAPITAL LLC. Their office serves clients in the WEST HARRISON metropolitan area and surrounding communities.
How does Matthew Simpson charge for services?
Matthew Simpson's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTHSPRING CAPITAL LLC?
WEALTHSPRING CAPITAL LLC has approximately 5 employees and manages $503M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WEALTHSPRING CAPITAL LLC

Michael James Mayer
WEST HARRISON, NY
David Mitchel Gallers
WEST HARRISON, NY

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