Theodore Simonson
Theodore Simonson is a registered investment advisor at Cetera Investment Advisers LLC, based in Tucson, AZ, with 9 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3573 E. Sunrise Drive, Suite 133, Tucson, AZ, 85718
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Theodore is a limited partner in Spaulding Ventures, a family limited partnership, dedicating minimal time. He is also a partner at Simonson Wealth Management and a financial professional at FFEC Wealth Partners, spending about a quarter of his time at each. Theodore is also the owner of Theodore T. Simonson LLC, spending about a quarter of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
First Financial Equity CorporationBroker
First Financial Equity Corporation
Morgan Stanley
Morgan StanleyBroker
State Registrations28 states
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