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Alan Carter Simpson

Simpson Investment Counsel

Lexington, MA

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Current Employers
Simpson Investment Counsel

52 Waltham Street, Lexington, MA 02421 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 1995-08-27
  • MA RA
    APPROVED
    Since 1995-08-27

Branch Locations

405 Waltham St #Pmb392, Lexington, MA 02421 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Simpson Investment Counsel Lexington MA 06/1995 Present
Pension & Wealth Management Advisors Waltham MA 11/2021 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-07-14
  • S65 Uniform Investment Adviser Law Examination
    1995-07-14
Designations

View on SEC IAPD

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