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Chief Executive Officer/board Member · Simplicity Wealth

Bruce G. Donaldson

CRD 5851175 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Simplicity Wealth, an SEC-registered asset manager based in Summit, NJ with $4.3 billion in regulatory assets, lists Bruce G. Donaldson on its Form ADV as Chief Executive Officer/board Member, a control person. The SEC filings also name Bruce at 1 other registered adviser.

Firms and roles

  • Simplicity WealthChief Executive Officer/board MemberAsset manager · Summit, NJ · $4.3B in regulatory assets
  • TLG Advisors, Inc.Board MemberWealth manager · Summit, NJ · $2.3B in regulatory assets

AtlasMembers

Bruce’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (10)

5 more people named with Bruce on the same filings, with titles and firms. Free in Atlas with a free account.

See all 10 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Bruce’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.