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Adam S
Series 66
San Diego, CA
Simplicity wealth
Adam Sevier is a financial advisor with Simplicity Wealth in San Diego, CA, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Cetera Wealth Services, Avantax, and ATS Advanced Trustee Strategies Inc. Outside of his advisory work, he assists with client services and client analysis at ATS Advanced Trustee Strategies Inc. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering advisory services alongside technology and operational support for advisers through a managed account platform.
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