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David Bradley Forrest

Simplicity Wealth

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About David Bradley Forrest

David Bradley Forrest is an investment advisor representative at Simplicity Wealth. David has 7 years of experience in the financial services industry and has been registered with the state of Pennsylvania since 2023. David's previous employers include Cambridge Investment Research, Inc. and Devon Financial Partners. David is a licensed independent insurance agent and is the Founder & CEO of Doctor Protectors, LLC. David specializes in helping physicians, dentists and other affluent individuals with their financial needs. David holds the Series 66, SIE and Series 7 licenses.

Firm Information

David Forrest is currently registered with Simplicity Wealth. Simplicity Wealth is a Registered Investment Advisor based in SUMMIT, NJ with approximately $3.17 billion in regulatory assets under management. The firm provides financial planning, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. The firm's clients include high-net-worth individuals, other investment advisors, banking or thrift institutions, and individuals other than high-net-worth.
Simplicity Wealth

86 SUMMIT AVE

SUMMIT, NJ 07901

$3.17B

Assets Under Management

16

Total Clients

74

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Forrest’s Registration & Firm History

PA

02/15/2023 - Present

Simplicity Wealth (Royersford PA)

PA

01/01/2017 - 12/31/2022

CAMBRIDGE INVESTMENT RESEARCH, INC. (Berwyn PA)

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Licenses & Designations

BOTH

Issued 03/14/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/28/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Bradley Forrest.
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