Allison Simoneau, financial advisor New York NY
90 score

Allison Simoneau

CRD Number: 6170945
Current Firm: Axa Advisors, LLC

Allison Simoneau (CRD# 6170945) is an Investment Advisor Representative working at Axa Advisors, LLC in New York, NY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Axa Advisors, LLC New York, NY Jan 2018 - Current < 1
Axa Equitable New York, NY Dec 2017 - Current < 1
Merrill Lynch New York, NY Jul 2013 - Nov 2017 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York, NY Feb 2013 - Nov 2017 4
Unemployed Farmington, CT May 2013 - Jul 2013 < 1
Bentley University Waltham, MA Jun 2009 - May 2013 3
Farmington High School Farmington, CT Jun 2004 - Jun 2009 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Allison M. Simoneau
Phone Number: 212-314-4600
Firm Website: http://axa.us.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    14,539
    MILLIONS
  • Total Number of Accounts
    49,556
    ACCOUNTS
  • Average Account Value
    $293,380
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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