President · Simplicity Wealth
Erin B. McCann
CRD 2943981 · 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 Erin B. McCann on its Form ADV as President, a control person. The SEC filings also name Erin at 1 other registered adviser.
Firms and roles
- Simplicity WealthPresidentAsset manager · Summit, NJ · $4.3B in regulatory assets
- TLG Advisors, Inc.Board MemberWealth manager · Summit, NJ · $2.3B in regulatory assets
AtlasMembers
Erin’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
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2026
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Erin’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
- Locked
- 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
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)
- 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
- Christina ParkerGeneral Counsel, Simplicity Wealth
5 more people named with Erin on the same filings, with titles and firms. Free in Atlas with a free account.
See all 10 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Erin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.