General Counsel · Simplicity Wealth
Christina Parker
CRD 7467589 · Named on Form ADV at one SEC-registered adviser
At a glance
Simplicity Wealth, an SEC-registered asset manager based in Summit, NJ with $4.3 billion in regulatory assets, lists Christina Parker on its Form ADV as General Counsel, a control person.
Firms and roles
- Simplicity WealthGeneral CounselAsset manager · Summit, NJ · $4.3B in regulatory assets
AtlasMembers
Christina’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 the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- 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 (7)
- Erin B. McCannPresident, Simplicity Wealth
- Bruce G. DonaldsonChief Executive Officer/board Member, Simplicity Wealth
- Thomas J. RozmanChief Investment Officer, Simplicity Wealth
- Sean D. WickershamBoard Member, Simplicity Wealth
- Mitchell M. LeidnerCFO and Treasurer/board Member, Simplicity Wealth
2 more people named with Christina on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Christina’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.