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Est. 2026The front page of wealth managementNew York

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Investment adviser representative · Contrary Investment Advisors

Daniel L. Simonds

CRD 2688639 · Bloomfield, NJ

At a glance

Daniel L. Simonds is an investment adviser representative with Contrary Investment Advisors in Bloomfield, NJ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Daniel’s SEC record dates to 1999, about 26 years ago. Designations on file: Certified Financial Planner.

Current advisory firm

  • Contrary Investment AdvisorsSince September 2010Bloomfield, NJ · State-registered or not in the SEC’s list

SEC adviser record

Registered since
1999 (26 years)
Designations
Certified Financial Planner
Exams
Series 63, Series 65
Registered in
7 states
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Daniel’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
1 firmLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.