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Brandon Craig Sim

Investment Adviser Representative at Silvercrest Asset Management Group LLC

New York, NYCRD #4098890Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
Exams Passed
2

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Brandon Craig Sim is an investment adviser representative with Silvercrest Asset Management Group LLC in New York, NY, where they have been registered since 2022, the year they entered the securities industry. They have passed 2 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in New York and Texas.

Office

1330 Avenue Of The Americas, 38th Floor
New York, NY 10019-5400

Advisors at this office: 15

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
New York, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 11/22/2004
Series 7
General Securities Representative Examination
Passed 11/3/2004

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

IEQ Capital, LLCCurrent
6/8/2026 – New York, NY
Silvercrest Asset Management Group LLCCurrent
5/5/2022 – New York, NY

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. IEQ Capital, LLC
    Jun 2026 – no end date reportedNew York, NY
  2. Silvercrest Asset Management Group LLC
    Apr 2007 – Dec 2017New York, NY
  3. Silvercrest Asset Management Group LLC
    Dec 2017 – May 2026New York, NY

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Silvercrest Asset Management Group LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
  • Performance-based fees
Firm's annual rate schedule by assets
  • Balanced portfolios - first $10M1.00%
  • Balanced portfolios - balance0.60%
  • Fixed income only - first $10M0.40%
  • Fixed income only - balance0.30%

+14 more tiers on the firm profile

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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsSelection of Other Advisers

Client types the firm serves

High Net WorthInvestment CompaniesPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalInsurance CompaniesCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
35
Offices listed on AdvisorFinder:
7
Main office:
New York, NY
SEC file number:
801-61004

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 31, 2026

View full firm profile

Other advisors at Silvercrest Asset Management Group LLC

Showing 12 of 35 in the directory

View Silvercrest Asset Management Group LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brandon Craig Sim 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Brandon Craig Sim (IEQ Capital) - Fees & Credentials