Cambridge Investment Research Advisors
32yrs
Top advisor by experience in Brookline
24yrs
Based in Brookline, Massachusetts, Harold Simansky is a fiduciary financial advisor with 24 years of industry experience. Harold has been with Simansky Investments since 2009. Simansky Investments offers financial planning and investment management and is paid through a percentage of assets and hourly fees.
One of 33 advisors with offices in Brookline, and one of 31 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?Top 18% by experience in Brookline
OfficeBrookline, MA
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$714,880
States licensed ?1 state
Services through Simansky Investments
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2009 – nowSimansky Investments, LLCCurrent firm
- 2003 – 2008Simansky Investments, LLCPreviously
Contact Harold
(617) 469-9018Simansky Investments main office Brookline, MAOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Harold
Tailored to Harold’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Harold
How do I contact Harold?
Call Simansky Investments at (617) 469-9018 and ask for Harold Simansky. Harold works from the Brookline, MA office.
How long has Harold been a financial advisor?
Harold has been in the industry since 2002, about 24 years. Top 18% by experience in Brookline.
What licenses does Harold hold?
Series 65. Tap any license on this page to see what it allows.
Is Harold a fiduciary?
Harold is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Harold paid?
Simansky Investments reports being paid by a percentage of the assets they manage, hourly fees. Ask Harold for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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