Adam Sevier
Investment Adviser Representative at Simplicity Wealth
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Adam Sevier is an investment adviser representative with Simplicity Wealth in San Diego, CA, where they have been registered since 2026. They have worked in the securities industry since 2025 and have been registered with 3 firms, including Cetera Investment Advisers LLC and Avantax Advisory Services. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California.
Registrations & licenses
- Investment adviser:
- California
- Broker:
1 state or territory
California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Simplicity WealthMay 2026 – no end date reportedSummit, NJ
- Simplicity InvestmentsJan 2026 – no end date reportedSummit, NJ
- MML Investors Services, LLCSep 2024 – Nov 2024Los Angeles, CA
- MassMutual Life Insurance CompanySep 2024 – Nov 2024Los Angeles, CA
- The Drunken CrabNov 2023 – Sep 2024Santa Barbara, CA
- Hollister Brewing Co.Jun 2022 – Sep 2023Goleta, CA
- UnemployedSep 2021 – Jun 2022Santa Barbara, CA
- La Cumbre Country ClubJul 2020 – Sep 2021Santa Barbara, CA
- Mira Costa High SchoolAug 2015 – Jun 2019Manhattan Beach, CA
- University of California San DiegoSep 2019 – Jun 2021La Jolla, CA
- Santa Barbara City CollegeAug 2020 – Jun 2021Santa Barbara, CA
- University of California Santa BarbaraSep 2021 – Jun 2023Goleta, CA
- UnemployedJul 2019 – Sep 2019Manhattan Beach, CA
- UnemployedDec 2024 – Jan 2025San Diego, CA
- ATS Wealth ManagementFeb 2025 – no end date reportedSan Diego, CA
- ATS Advanced Trustee Strategies Inc.Feb 2025 – no end date reportedSan Diego, CA
- Avantax Investment Services Inc.May 2025 – Sep 2025San Diego, CA
- Avantax Advisory ServicesMay 2025 – Sep 2025San Diego, CA
- Avantax Insurance Agency, LLCMay 2025 – Sep 2025San Diego, CA
- UnemployedOct 2023 – Oct 2023Santa Barbara, CA
- Cetera Wealth Services, LLCSep 2025 – Jan 2026San Diego, CA
- Cetera Investment Advisers LLCSep 2025 – Jan 2026Schaumburg, IL
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Simplicity Wealth
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 198
- Offices listed on AdvisorFinder:
- 48
- Main office:
- Summit, NJ
- SEC file number:
- 801-114798
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 8, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Adam Sevier has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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