David Gary Simon
Professional Summary
David Gary Simon is a registered financial advisor currently at HG WEALTH PARTNERS LLC located in Crystal Bay, Nevada. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. David has worked at 7 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 9, Series 10, Series 8, Series 53 and Series 4 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
44 years in the financial services industry
Current & Past Employments
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Current Firm
HG WEALTH PARTNERS LLC | HG WEALTH PARTNERS, LLC
Contact Information
Main Address
Long Beach, CAPhone Number
(562) 453-5382# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
23AUM (Assets Under Management)
$9,538,168Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(9/8/2025)
(8/27/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Jan 2023About the Series 9 examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed Jan 2023About the Series 10 examSeries 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed Nov 1992Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view David Gary Simon's CRS (Customer Relationship Summary).
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