Steven Scott Simpson

Employer firm

Coastedge Partners, LLC CRD 149685

$2.14B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2008 → 09/2016
  Gurtin Fixed Income Management, Llc
  Solana Beach, CA
• 01/2017 → Present
  Coastedge Partners, Llc
  La Jolla, CA
• 09/2016 → 01/2017
  Self Employed
  Solana Beach, CA

Previous Registrations

• 2008-02-01 → 2017-01-03
  Gurtin Municipal Bond Management
  Solana Beach, CA
• 2007-04-02 → 2008-02-07
  Morgan Stanley & Co. Llc
  Rancho Sante Fe, CA
• 2003-10-01 → 2007-04-02
  Morgan Stanley Dw Inc.
  Rancho Sante Fe, CA
  Rancho Santa Fe, CA

Exams

• S66 Uniform Combined State Law Examination
  2003-08-22

Other Names

• Steven Simpson