Simon Blattstein (CRD# 7123397) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Schenectady, NY and has 1 year of experience in the finance industry.
CRD# 1063197
Lpl Financial LLC
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Jan 2023 - Current | 1 |
| Thrivent Investment Management Inc. | Minneapolis, MN | Jul 2022 - Current | 1 |
| Thrivent Financial | Appleton, WI | Jul 2022 - Jan 2023 | < 1 |
| Pinehaven Country Club | Guilderland, NY | Sep 2016 - Aug 2022 | 5 |
| Binghamton University | Binghamton, NY | Aug 2018 - May 2022 | 3 |
| Binghamton University - Office Of Fraternity And Sorority Life | Binghamton, NY | Jan 2021 - Dec 2021 | < 1 |
| Guilderland High School | Guilderland, NY | Sep 2014 - Jun 2018 | 3 |
| Farnsworth Middle School | Guilderland, NY | Sep 2011 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2022 |
- NY
-
Total Assets Under Management14,814MILLIONS
-
Total Number of Accounts42,439ACCOUNTS
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Average Account Value$349,060
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, VT, WA, WI, WV, WY
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