Harold Simansky
Simansky Investments · Brookline, Massachusetts
Harold Simansky is a fee-only financial advisor at Simansky Investments in Brookline, Massachusetts. Simansky Investments reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Simansky Investments |
|---|---|
| Based in | Brookline, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $7.1M across 10 accounts |
| SEC registration | Investment adviser representative in MA · CRD 4626314 |
| Exams passed | Series 65 (2002) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Harold's firm compares
- Simansky Investments's average account is about $715,000, from its Form ADV (assets managed divided by 10 accounts).
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Questions about Harold
Is Harold Simansky a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Harold holds no broker registration, and Simansky Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Harold charge for financial advice?
Harold's firm, Simansky Investments, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Harold Simansky based?
Harold Simansky is based in Brookline, Massachusetts.
Is Harold Simansky registered with the SEC?
Yes. Harold Simansky is registered as an investment adviser representative in MA (CRD 4626314), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Simansky Investments manage?
Simansky Investments reports $7.1M across 10 accounts in assets under management.
How do I contact Harold Simansky?
Contact details aren't on file yet. Search for Simansky Investments.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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