Adviser and broker representative · Ats Wealth Management
Phylip C. Simmons
CRD 5950595 · San Diego, CA
At a glance
Phylip C. Simmons is an investment adviser representative with Ats Wealth Management in San Diego, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Phylip’s SEC record dates to 2017, about 9 years ago. Phylip is also registered as a broker representative.
Current advisory firms
- Ats Wealth ManagementSince March 2025San Diego, CA · $384M in regulatory assets
- Simplicity WealthSince June 2026San Diego, CA · $4.3B in regulatory assets
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Phylip’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
- 4 firmsLocked
- 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 and FINRA BrokerCheck.