Robert Okumu-McCarron
Investment Adviser Representative at Simplicity Wealth
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Robert Okumu-McCarron is an investment adviser representative with Simplicity Wealth in Nashua, NH, where they have been registered since 2025. They have worked in the securities industry since 2019 and were previously registered with Empower Advisory Group, LLC. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in New Hampshire.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New Hampshire
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.
- GWFS EquitiesApr 2018 – Jul 2024Andover, MA
- Eire ElectricJun 2017 – Feb 2018Stoughton, MA
- SchoolDec 2017 – Mar 2018Nashua, NH
- Coach in Zambia FoundationJan 2011 – no end date reportedLivingstone
- Granite Rock Wealth ManagementJan 2024 – no end date reportedManchester, NH
- Simplicity WealthMar 2025 – no end date reportedSummit, NJ
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
View full firm profileOther advisors at Simplicity Wealth
Showing 12 of 198 in the directory
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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. Robert Okumu-McCarron 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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