Simone Bolden

Employer firm

Private Advisor Group, LLC CRD 155216

$44.3B regulatory AUM 1,033 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 05/2024 → Present
  Map Wealth Management
  Chicago, IL
• 05/2024 → Present
  Lpl Financial Llc
  Chicago, IL
• 05/2020 → 05/2024
  Lola Beans Coffee
  Chattanooga, TN
• 08/2019 → 05/2020
  Hamilton County Schools
  Chattanooga, TN
• 05/2018 → 08/2019
  Dunkin Donuts
  Hixson, TN
• 11/2015 → 12/2018
  Ice On The Landing
  Chattanooga, TN
• 05/2024 → Present
  Private Advisor Group, Llc
  Morristown, NJ

Other Businesses

1- 01/2025 / M1- 01/2025 / MAP Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 6.5 hrs during trading / At reported business location(s) 2- 01/15/2025- Private Advisor Group- Registered Investment Advisor- INV Related- At Reported Business Location(s)- Start date 5/10/2024- 160 Hours Per Month- 6.5 Hours During Trading - I provide administrative support to Private Advisor Group, an independent investment advisor firm. I started this business activity in 05/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3- 01/15/2025- Private Advisor Group- Registered Investment Advisor DBA- INV Related- At Reported Business Location(s)- Start date 5/10/2024- 160 Hours Per Month- 6.5 Hours During Trading 4- 01/28/2026 - Notary - Not Investment Related - At Reported Business Location(s) - Start Date 01/08/2026 - 0 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2025-08-04