Simon Gareth Tingling
Investment Adviser Representative at Designed Wealth USA Ltd.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Simon Gareth Tingling is an investment adviser representative with Designed Wealth USA Ltd. in Largo, FL, where they have been registered since 2026, the year they entered the securities industry. They are registered to provide investment advice in Florida.
Registrations & licenses
- Investment adviser:
- Florida
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.
- OrthoEvidenceAug 2014 – Feb 2018Burlington
- Sophic CapitalMar 2018 – Apr 2019Toronto
- UnemployedMay 2019 – May 2020Oakville
- Edward JonesJun 2020 – Feb 2022Oakville
- Foster & AssociatesMar 2022 – May 2025Oakville
- Designed Securities Ltd.Jun 2025 – no end date reportedToronto
- Designed Wealth USA Ltd.Jan 2026 – no end date reportedToronto
Official records & sources
Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Designed Wealth USA Ltd.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
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
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Simon Gareth Tingling 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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