Steven S. Simpson

COASTEDGE PARTNERS

SAN DIEGO, CA 92121

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CRD#: 4668252

Professional summary

Steven Scott Simpson, who also goes by Steven Simpson, is a registered financial advisor currently at COASTEDGE PARTNERS, LLC located in San Diego, California.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Steven has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Steven Simpson

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Scott Simpson'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

January 4, 2017 - Present

COASTEDGE PARTNERS, LLC

Office #1: 4655 Executive Drive Suite 325, San Diego, CA 92121

RIA

CRD#: 149685

SAN DIEGO, CA

Past

February 1, 2008 - January 3, 2017

GURTIN MUNICIPAL BOND MANAGEMENT

RIA

CRD#: 143597

SOLANA BEACH, CA

Past

April 2, 2007 - February 7, 2008

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

RANCHO SANTE FE, CA

Past

April 2, 2007 - February 7, 2008

MORGAN STANLEY & CO. LLC

CRD#: 8209

RANCHO SANTE FE, CA

Past

October 1, 2003 - April 2, 2007

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

RANCHO SANTE FE, CA

Past

August 11, 2003 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

RANCHO SANTE FE, CA

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".

COASTEDGE PARTNERS, LLC

COASTEDGE PARTNERS, LLC | INTEGRIS, LLC

CRD#: 149685 / SEC#: 801-70877

RIA

Registered Investment Advisory firm - (12/9/2009 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

California
(1/4/2017)

IAR

Texas
(1/4/2017)

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 66

Date: 8/22/2003

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/8/2003

General Securities Representative Examination

Current Firm

COASTEDGE PARTNERS, LLC

COASTEDGE PARTNERS, LLC | INTEGRIS, LLC

CRD#: 149685 / SEC#: 801-70877

RIA

Registered Investment Advisory firm - (12/9/2009 Approved)

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Contact information

Main Address

4655 Executive Drive Suite 325, San Diego, CA 92121

Mailing Address

Phone number

(858) 997-2777

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 DISCLOSURE BROCHURE (5/1/2025)

Regulatory assets under management

Total Number of Accounts	1,151
AUM (Assets Under Management)	$ 1,751,672,000

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
01/24/2025	Cover Page	Report
12/22/2023	Cover Page	Report
01/03/2023	Cover Page	Report

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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Advisor Monitoring

Firm Stability Insights

Steven S. Simpson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Scott Simpson's CRS (Customer Relationship Summary).

Certified licenses

Experience

GURTIN MUNICIPAL BOND MANAGEMENT

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

COASTEDGE PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/22/2003

Series 7

Date: 8/8/2003

Current Firm

COASTEDGE PARTNERS, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

COASTEDGE PARTNERS, LLC

TRUST BUT VERIFY

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