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Inactive

Aaron Edward Simmons

Cerity Partners LLC

New York, NY

Santa Barbara, CA

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Current Employers
Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-01
  • CA RA
    APPROVED
    Since 2025-04-01

Branch Locations

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

1435 Anacapa Street, Santa Barbara, CA 93101 • 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
West Coast Financial, Llc Santa Barbara CA 09/2023 03/2025
Pali Wine Co Santa Barbara CA 06/2023 09/2023
University Of California Los Angeles Los Angeles CA 09/2022 06/2023
Pali Wine Co Santa Barbara CA 02/2022 09/2022
University Of California Santa Barbara Goleta CA 04/2020 02/2022
Ucsb Conferences And Hospitality Santa Barbara CA 06/2019 04/2020
Unemployed Los Gatos CA 04/2014 06/2019
Cerity Partners Llc New York NY 04/2025 Present
  • 09/2023 → 03/2025
    West Coast Financial, Llc
    Santa Barbara, CA
  • 06/2023 → 09/2023
    Pali Wine Co
    Santa Barbara, CA
  • 09/2022 → 06/2023
    University Of California Los Angeles
    Los Angeles, CA
  • 02/2022 → 09/2022
    Pali Wine Co
    Santa Barbara, CA
  • 04/2020 → 02/2022
    University Of California Santa Barbara
    Goleta, CA
  • 06/2019 → 04/2020
    Ucsb Conferences And Hospitality
    Santa Barbara, CA
  • 04/2014 → 06/2019
    Unemployed
    Los Gatos, CA
  • 04/2025 → Present
    Cerity Partners Llc
    New York, NY
Previous Registrations
  • 2024-06-28 → 2025-04-04
    West Coast Financial, Llc
    Santa Barbara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-28
  • S65 Uniform Investment Adviser Law Examination
    2024-06-28

View on SEC IAPD

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