Victoria Stout, financial advisor Pine Brook NJ

Victoria Stout

CRD Number: 7458559
Current Firm: Simplicity Wealth

Victoria Stout (CRD# 7458559) is an Investment Advisor Representative working at Simplicity Wealth in Pine Brook, NJ and has over 2 years of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
Roseland Retirement Planning Pine Brook, NJ Jun 2021 - Current 2
Keller Williams Suburban Realty Livingston, NJ Mar 2010 - Current 14
Senior Services Consulting Roseland, NJ Sep 2019 - Dec 2021 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2021
Contact Info for Victoria Stout
Phone Number: 844-220-8326
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    201
    MILLIONS
  • Total Number of Accounts
    2,342
    ACCOUNTS
  • Average Account Value
    $85,839
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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