Adam Sevier

Current Employers

Employment History

• 05/2026 → Present
  Simplicity Wealth
  Summit , NJ
• 01/2026 → Present
  Simplicity Investments
  Summit , NJ
• 09/2024 → 11/2024
  Mml Investors Services, Llc
  Los Angeles, CA
• 09/2024 → 11/2024
  Massmutual Life Insurance Company
  Los Angeles, CA
• 11/2023 → 09/2024
  The Drunken Crab
  Santa Barbara, CA
• 06/2022 → 09/2023
  Hollister Brewing Co.
  Goleta, CA
• 09/2021 → 06/2022
  Unemployed
  Santa Barbara, CA
• 07/2020 → 09/2021
  La Cumbre Country Club
  Santa Barbara, CA
• 08/2015 → 06/2019
  Mira Costa High School
  Manhattan Beach, CA
• 09/2019 → 06/2021
  University Of California San Diego
  La Jolla, CA
• 08/2020 → 06/2021
  Santa Barbara City College
  Santa Barbara, CA
• 09/2021 → 06/2023
  University Of California Santa Barbara
  Goleta, CA
• 07/2019 → 09/2019
  Unemployed
  Manhattan Beach, CA
• 12/2024 → 01/2025
  Unemployed
  San Diego, CA
• 02/2025 → Present
  Ats Wealth Management
  San Diego, CA
• 02/2025 → Present
  Ats Advanced Trustee Strategies Inc.
  San Diego, CA
• 05/2025 → 09/2025
  Avantax Investment Services Inc.
  San Diego, CA
• 05/2025 → 09/2025
  Avantax Advisory Services
  San Diego, CA
• 05/2025 → 09/2025
  Avantax Insurance Agency, Llc
  San Diego, CA
• 10/2023 → 10/2023
  Unemployed
  Santa Barbara, CA
• 09/2025 → 01/2026
  Cetera Wealth Services, Llc
  San Diego, CA
• 09/2025 → 01/2026
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2025-09-05 → 2026-01-21
  Cetera Investment Advisers Llc
  San Diego, CA
• 2025-05-21 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  San Diego, CA

Other Businesses

ATS ADVANCED TRUSTEE STRAGIES INC - 2/11/25 - 5435 Oberlin Drive, Suite 200, San Diego, CA 92109 - Wealth Services Associate, I assist with client services such as moving money into and out-of personal banking accounts and brokerage accounts. I also prepare client analysis for meetings and maintain communication with clients to assist with their needs, Invt Rel, Insurance business, 120 hrs/mo; 90 hrs/mo (during trading hours). ATS Wealth Management - 2/11/25 - 5435 Oberlin Drive, Suite 200, San Diego, CA 92109 - Wealth Services Associate, I assist with client services such as moving money into and out-of personal banking accounts and brokerage accounts. I also prepare client analysis for meetings and maintain communication with clients to assist with their needs, Invt Rel, Insurance business, 120 hrs/mo; 90 hrs/mo (during trading hours). Simplicity Investments; investment related; 01/2026; 5435 Oberlin Dr. Suite 200 San Diego, CA 92121, Registered Representative; approximate number of hours/month you devote to the other business 120; Registered Representative.

Exams

• S66 Uniform Combined State Law Examination
  2024-11-05