Anna Sime is an investment adviser representative (IAR) with state registration records since 2007, appearing at 11 firms. Currently registered with MORGAN STANLEY SMITH BARNEY LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 2025-08-05 | present | Yes |
| SCHWAB WEALTH ADVISORY, INC. | 2022-01-10 | 2023-07-21 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2019-09-04 | 2021-12-08 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2017-11-20 | 2019-06-25 | — |
| HSBC SECURITIES (USA) INC. | 2017-02-07 | 2017-12-06 | — |
| EQUITABLE ADVISORS, LLC | 2016-10-21 | 2016-11-22 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2013-06-07 | 2016-08-31 | — |
| J.P. MORGAN SECURITIES LLC | 2012-10-01 | 2013-03-27 | — |
| CHASE INVESTMENT SERVICES CORP. | 2012-05-17 | 2012-10-01 | — |
| TD AMERITRADE, INC. | 2011-11-09 | 2012-05-03 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2011-11-09 | 2012-05-03 | — |
| CHASE INVESTMENT SERVICES CORP. | 2008-09-16 | 2011-11-08 | — |
| STRATEGIC ADVISERS LLC | 2007-12-06 | 2008-04-28 | — |