SC
SC

Simons Chase

10 Years of Experience
Hallandale, FL

Simons Chase is a registered investment advisor at Sc Capital Management LLC, based in Hallandale, FL, with 10 years of industry experience. Simons operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 3 clients with $2.9M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$2.9M
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Location

Hallandale, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Simons is the owner of SC Capital Management LLC, a business consulting firm, since October 2021. He spends a few hours per week on strategy & planning, hiring, accounting, and financial projections.

Employment History
Current Registrations
Sc Capital Management LLC
March 2019 - Present · 7 yrs 2 mos
Previous Registrations
Chase Advisors LLC
January 2003 - November 2006 · 3 yrs 10 mos
State Registrations1 state
FL
Advisor

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Exams
No exam information available for this advisor.