Morgan Simon has been Managing Member and CCO of Candide Group since June 2015, is a control person of the firm and directly owns between 50% and 75% of it. Morgan Simon holds a B.A. with High Honors in Economics and Political Science from Swarthmore College.
Candide Group, LLC is an Oakland, CA firm with $124M under management, 11 clients and 4 advisers across 3 offices, as of its March 2026 filing.
Morgan Simon is Founding Partner & Chief Compliance Officer of Candide Group. Before Candide, she was founding CEO of Toniic, a global impact investment network, co-founder of Transform Finance, a non-profit organization, and founding executive director of the Responsible Endowments Coalition. Her first book is Real Impact: The New Economics of Social Change.
Investment adviser representative registrations
Morgan Simon is registered as an investment adviser representative in California, since November 2017.
- CaliforniaSince 2 November 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 November 2016 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 6739151
- Firm
- Candide Group · CRD 286086
- Role
- Managing Member and CCO
- Office
- Oakland, CA
- Registration
- Investment adviser registration
- In the industry since
- November 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- candidegroup.com
Where does Morgan Simon work?
Morgan Simon has been Managing Member and CCO of Candide Group, LLC since June 2015, and is a control person of the firm.
Is Morgan Simon a financial advisor?
Yes. Morgan Simon has a current investment-adviser registration in California, through Candide Group since November 2017.
How many years of experience does Morgan Simon have?
Morgan Simon has 8 years in the financial industry, since November 2017, across 1 adviser firm.
What exams has Morgan Simon passed?
Morgan Simon passed the Series 65 in November 2016.
Where is Morgan Simon based?
Morgan Simon’s registered office is in Oakland, CA.
Is Morgan Simon registered with FINRA?
No. Morgan Simon has no current broker registration.
How can I verify Morgan Simon’s record?
Search CRD 6739151 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Morgan Simon’s full registration record.
