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Douglas Simms

Huntleigh Advisors, INC.
18 Years of Experience
St. Louis, MO
BrokerSells Insurance
View SEC Summary
View SEC Summary

Douglas Simms is a registered investment advisor at Huntleigh Advisors, INC., based in St. Louis, MO, with 18 years of industry experience. Douglas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,838 clients with $780M in assets under management.

Huntleigh Advisors, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
64 advisors
Number of Clients
1,838 clients
Average Client Portfolio
$425K average
Assets Under Management
$781.8M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $10.0M1.50%
$10M+1.00%

Fees are negotiable based on criteria such as historical relationships, asset types, and account composition.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3636 S Geyer Rd, Suite 110, St. Louis, MO, 63127

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Douglas is a Vice President at Meyer Group and Well Works, and also involved in marketing for Strategic Wealth Advisors. He owns MSB DBA Freedom ID Direct and is VP of Administration at M2 Brokerage, where he oversees fixed insurance sales.

Employment History
Current Registrations
Huntleigh Advisors, INC.
January 2021 - Present · 5 yrs 9 mos
Huntleigh Securities CorporationBroker
January 2021 - Present · 5 yrs 9 mos
Previous Registrations
Datatex Investment Services INC
October 2017 - March 2023 · 5 yrs 5 mos
K. W. Chambers & CO.Broker
October 2017 - December 2021 · 4 yrs 2 mos
National Planning Corporation ("npc of America" in Fl & Ny)
January 2014 - October 2017 · 3 yrs 9 mos
National Planning CorporationBroker
January 2014 - October 2017 · 3 yrs 9 mos
Datatex Investment Services INC
September 2011 - January 2014 · 2 yrs 4 mos
K. W. Chambers & CO.Broker
August 2011 - January 2014 · 2 yrs 5 mos
Cuttingedge Advisors
October 2010 - February 2012 · 1 yr 4 mos
Silver Oak Securities, IncorporatedBroker
June 2009 - April 2011 · 1 yr 10 mos
Edward Jones
February 2008 - June 2009 · 1 yr 4 mos
Edward JonesBroker
January 2008 - June 2009 · 1 yr 5 mos
State Registrations5 states
FLILINMOTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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