Navarone Simpson has been an investment adviser representative at Ade since April 2018, and is not listed among the firm’s executive officers or direct owners. Navarone Simpson holds a Bachelor's degree in Finance from Salisbury University Perdue School of Business.
Ade, LLC is a Baltimore, MD firm with $448M under management, 294 clients and 6 advisers in one office, as of its June 2026 filing.
Navarone Simpson is Private Wealth Advisor of Armstrong Dixon. He started his career in the financial services industry in 2014 and joined the firm in 2018. He leads the firm's financial planning department and is responsible for managing client portfolios, employer-sponsored retirement plans, securities trading and investment research.
Navarone Simpson’s longest registration is the current one, 8 years at LPL Financial LLC since 2018. Before joining Ade in 2018, Navarone Simpson was registered through Lincoln Financial Advisors Corporation and Cetera Advisors LLC.
- LPL Financial LLCAlso current– present · 8 yearsMount Pleasant, SC · Adviser representative and broker · Firm CRD 6413
- Lincoln Financial Advisors Corporation– · 1 yearHunt Valley, MD · Adviser representative · Firm CRD 3978
- Cetera Advisors LLC– · 1 yearSalisbury, MD · Adviser representative · Firm CRD 10299
Professional designations
Listed by Ade
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Plan Fiduciary Advisor (CPFA®)
Investment adviser representative registrations
Navarone Simpson is registered as an investment adviser representative in 3 states. The first approvals date from April 2018; the most recent is South Carolina, in March 2026.
- FloridaSince 8 February 2022
- MarylandSince 19 April 2018
- South CarolinaSince 3 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 11 May 2015 |
| Series 7 | General Securities Representative Examination | 2 February 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Navarone Fernando Simpson
- CRD
- 6172720
- Firm
- Ade · CRD 168345
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 2015
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- armstrongdixon.com
Where does Navarone Simpson work?
Navarone Simpson is an investment adviser representative registered through Ade, LLC since April 2018, and is not listed among the firm’s executive officers or direct owners.
Is Navarone Simpson a financial advisor?
Yes. Navarone Simpson has a current investment-adviser registration in Florida, Maryland and South Carolina, through Ade since April 2018.
How many years of experience does Navarone Simpson have?
Navarone Simpson has 11 years in the financial industry, since February 2015, across 4 adviser firms.
What exams has Navarone Simpson passed?
Navarone Simpson has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in February 2015. FINRA credited Navarone Simpson with the SIE, which began in October 2018.
Where did Navarone Simpson work before Ade?
Before Ade, Navarone Simpson was registered through Lincoln Financial Advisors Corporation, September 2016 to April 2018; Cetera Advisors LLC, May 2015 to September 2016.
Is Navarone Simpson registered with FINRA?
Yes. Navarone Simpson has a current broker registration, under CRD 6172720.
Source: FINRA BrokerCheck
Is Navarone Simpson a CFP?
Ade lists Navarone Simpson with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Navarone Simpson’s record?
Search CRD 6172720 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Navarone Simpson’s full registration record.
