Simeon Charles Gillian
Professional Summary
Simeon Charles Gillian, who also goes by Sim Gillian, is a registered financial advisor currently at CAPULENT LLC located in Irvine, California. Simeon is registered as a RR (Registered Representative) and started their career in finance in 2024. Simeon has worked at 1 firm and has passed the Series 63, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Sim Gillian
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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
2 years in the financial services industry
Current & Past Employments
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Current Firm
BARNARD/MONTAGUE SECURITIES, LLC | CROWDTRADE | CAPULENT SECURITIES | CAPULENT LLC | BERING STRAIT CAPITAL, LLC | BERING STRAIT CAPITAL , LLC
Contact Information
Main Address
3200 E Camelback Rd Ste 130, Phoenix, AZ 85018Mailing Address
3200 E Camelback Rd Ste 130, Phoenix, AZ 85018Phone Number
(800) 255-5181Established
California since 06/04/2010Firm Type
Limited Liability CompanyFiscal Year End
MarchFirm Size
SmallFINRA licenses (48 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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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
(3/25/2026)
(12/19/2024)
(3/25/2026)
(8/4/2026)
(3/25/2026)
(3/25/2026)
(7/6/2026)
(9/2/2026)
(7/6/2026)
(3/25/2026)
(7/2/2026)
(4/8/2026)
(3/25/2026)
(3/25/2026)
(3/25/2026)
(3/25/2026)
(3/25/2026)
(3/25/2026)
(3/25/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Simeon Charles Gillian's CRS (Customer Relationship Summary).
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