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Founder, Principal and Executive Director · Simmons Capital Group

Donald E. Simmons

CRD 1836646 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Simmons Capital Group, an SEC-registered wealth manager based in Halfmoon, NY with $213 million in regulatory assets, lists Donald E. Simmons on its Form ADV as Founder, Principal and Executive Director, a control person. The SEC filings also name Donald at 1 other registered adviser.

Firms and roles

  • Simmons Capital GroupFounder, Principal and Executive DirectorWealth manager · Halfmoon, NY · $213M in regulatory assets
  • Steward Advisors Group, LLCChief Executive Officer and Investment Advisor RepresentativeWealth manager · Halfmoon, NY · $105M in regulatory assets

AtlasMembers

Donald’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

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