Morgan Stanley
47yrs
Top advisor by experience in Palm Beach Gardens
10yrs
Based in Palm Beach Gardens, Florida, Michael Simms is a fiduciary financial advisor with 10 years of industry experience. Michael joined Capital Markets Iq in 2023, a firm offering financial planning, investment management, and selecting outside investment managers. Capital Markets Iq reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 1308 advisors with offices in Palm Beach Gardens, and one of 1187 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office4440 Pga Blvd. Suite 600, Palm Beach Gardens, FL 33410
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$523,323
Advisors at the firm18
States licensed ?2 states
Services through Capital Markets Iq
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services
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
- 2023 – nowCapital Markets Iq, LLCCurrent firm
Questions to ask Michael
Tailored to Michael’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Michael
How do I contact Michael?
Call Capital Markets Iq at 310.882.6380 and ask for Michael Simms. Michael works from the Palm Beach Gardens, FL office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Michael hold?
Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Capital Markets Iq reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Michael 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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