Stephen W. Simmons

VULCAN VALUE PARTNERS LLC

Birmingham, AL 35223

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CRD#: 3101969

Professional summary

Stephen Wilson Simmons, who also goes by Stephen W Simmons, is a registered financial advisor currently at VULCAN VALUE PARTNERS LLC located in Birmingham, Alabama.

Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Stephen has worked at 2 firms and has passed the Series 65 and Series 63 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Stephen W Simmons

Other business activities

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.

APPLICANT IS THE OWNER OF HUNT PERFECT, A TRAIL CAMERA MANAGEMENT SOFTWARE; ADDRESS ON FILE; NON-INVESTMENT RELATED; APPLICANT START DATE 2/23/2021; 1 HRS/MON, 0 HRS/MON DURING TRADING HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Wilson Simmons's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 21, 2014 - Present

VULCAN VALUE PARTNERS LLC

Office #1: Three Protective Center 2801 Highway 280 South, Ste 300, Birmingham, AL 35223

RIA

CRD#: 151190

Birmingham, AL

Past

June 23, 1999 - March 13, 2012

FLIPPIN BRUCE & PORTER INC

RIA

CRD#: 105718

LYNCHBURG, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VULCAN VALUE PARTNERS LLC

CRD#: 151190 / SEC#: 801-70739

RIA

Registered Investment Advisory firm - (11/5/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Alabama
(3/21/2014)

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

State Security Law Exam

IAR

Series 65

Date: 3/23/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/23/1998

Uniform Securities Agent State Law Examination

Current Firm

VULCAN VALUE PARTNERS LLC

CRD#: 151190 / SEC#: 801-70739

RIA

Registered Investment Advisory firm - (11/5/2009 Approved)

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Contact information

Main Address

Three Protective Center 2801 Highway 280 South, Ste 300, Birmingham, AL 35223

Mailing Address

Phone number

(205) 803-1582

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VULCAN VALUE PARTNERS ADV PART 2A (7/28/2025)

VULCAN VALUE PARTNERS ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	312
AUM (Assets Under Management)	$ 6,922,012,634

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Stephen W. Simmons

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Wilson Simmons's CRS (Customer Relationship Summary).

Certified licenses

Experience

VULCAN VALUE PARTNERS LLC

FLIPPIN BRUCE & PORTER INC

Primary Firm SEC Registration

VULCAN VALUE PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/23/1999

Series 63

Date: 7/23/1998

Current Firm

VULCAN VALUE PARTNERS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VULCAN VALUE PARTNERS LLC

TRUST BUT VERIFY

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