Renee Walsh Simpson
Investment Adviser Representative at Everstar Asset Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Renee Walsh Simpson is an investment adviser representative with Everstar Asset Management, LLC in Cornelius, NC, where they have been registered since 2023. They have worked in the securities industry since 2012 and have been registered with 3 firms, including Alphastar Capital Management, LLC and PARK Avenue Securities LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in North Carolina.
Registrations & licenses
- Investment adviser:
- North Carolina
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.
- Guardian LIFE InsuranceAug 2013 – Feb 2018Huntersville, NC
- PARK Avenue SecuritiesAug 2013 – Feb 2018Huntersville, NC
- AlphaStar Capital Management, LLCFeb 2018 – Oct 2023Cornelius, NC
- Advanced Wealth Strategies, IncFeb 2018 – no end date reportedCornelius, NC
- Mt. Pleasant SmokehouseApr 2021 – no end date reportedMt. Pleasant, NC
- Everstar Asset Management, LLCNov 2023 – no end date reportedMooresville, NC
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Everstar Asset Management, 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
- Hourly
- Performance-based fees
- $0 - $499,9991.75%
- $500,000 - $1 million1.50%
- $1 million - $2 million1.25%
- $2 million+1.10%
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
Everstar Private Funds, Investment Advisory Services, and actively managed portfolios. Through its partnership with Advanced Wealth Strategies (AWS), additional services include Wealth Management, Tax-Advantaged Strategies, and 1031 Exchanges.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 10
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Mooresville, NC
- SEC file number:
- 801-128838
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 4, 2026
View full firm profileOther advisors at Everstar Asset Management, LLC
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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. Renee Walsh Simpson 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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