Aaron Edward Simmons

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• 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

• 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

• S65 Uniform Investment Adviser Law Examination
  2024-06-28