SIMPLEADVISORY LLC
CRD #334785 SEC #801-132138 GARDEN CITY, NY 516-464-5500
SEC Registered Private Funds
Total AUM
$46.2M
Discretionary
$46.2M
Employees
3
Clients
--
Accounts
4
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 2, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Mehdizadeh, Rody, Sharod | I | CHIEF OPERATING OFFICER | D | Control |
| Mehdizadeh, Rody, Sharod | I | CHIEF OPERATING OFFICER | D | Control |
| Mehdizadeh, Rody, Sharod | I | CHIEF OPERATING OFFICER | D | Control |
| Mehdizadeh, Shervin, N | I | CHIEF EXECUTIVE OFFICER; CHIEF COMPLIANCE OFFICER | D | Control |
| Mehdizadeh, Shervin, N | I | CHIEF EXECUTIVE OFFICER; CHIEF COMPLIANCE OFFICER | D | Control |
| Mehdizadeh, Shervin, N | I | CHIEF EXECUTIVE OFFICER; CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Jul 2, 2025 REGISTERED
Notice Filings (1)
NY
Address
900 STEWART AVENUESUITE 210
GARDEN CITY, NY 11530
United States
Phone: 516-464-5500