# Anna Sime

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.

## Registration history (13)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2025-08-05 | present | Yes |
| [SCHWAB WEALTH ADVISORY, INC.](https://search.stillhousedata.com/firm/159035) | 2022-01-10 | 2023-07-21 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2019-09-04 | 2021-12-08 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2017-11-20 | 2019-06-25 | — |
| [HSBC SECURITIES (USA) INC.](https://search.stillhousedata.com/firm/19585) | 2017-02-07 | 2017-12-06 | — |
| [EQUITABLE ADVISORS, LLC](https://search.stillhousedata.com/firm/6627) | 2016-10-21 | 2016-11-22 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2013-06-07 | 2016-08-31 | — |
| [J.P. MORGAN SECURITIES LLC](https://search.stillhousedata.com/firm/79) | 2012-10-01 | 2013-03-27 | — |
| [CHASE INVESTMENT SERVICES CORP.](https://search.stillhousedata.com/firm/25574) | 2012-05-17 | 2012-10-01 | — |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2011-11-09 | 2012-05-03 | — |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2011-11-09 | 2012-05-03 | — |
| [CHASE INVESTMENT SERVICES CORP.](https://search.stillhousedata.com/firm/25574) | 2008-09-16 | 2011-11-08 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2007-12-06 | 2008-04-28 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5137839)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5137839.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.