Simmons Capital Group

Simmons Capital Group (CRD# 281122) is a financial advisory firm headquartered in Halfmoon, NY. They manage $211,495,597 in 1,443 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
139 Meyer Road, Halfmoon, NY 12065
https://www.facebook.com/simmonscapitalgroup/
By the Numbers
  • Total Assets Under Management
    211
    MILLION
  • Total Number of Accounts
    1,443
    ACCOUNTS
  • Average Account Value
    $146,567
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, MD, NC, NH, NY, OH, PA, TX, VA

Financial Advisors at Simmons Capital Group
Showing 1 - 4 of 4 top financial advisors.
1
Aaron Batkay, financial advisor Halfmoon NY
Aaron M. Batkay
CRD#: 7754229
139 Meyer Road, Suite 201, Halfmoon, NY 12065

Aaron Batkay (CRD# 7754229) is an Investment Advisor Representative working at Simmons Capital Group in Halfmoon, NY and has 1 year of experience in the finance industry.

2
Audra Higgins, financial advisor Halfmoon NY
Audra K. Higgins
CRD#: 5654262
139 Meyer Road, Halfmoon, NY 12065

Audra Higgins (CRD# 5654262) is an Investment Advisor Representative working at Simmons Capital Group in Halfmoon, NY and has over 12 years of experience in the finance industry.

3
Donald Simmons, financial advisor Halfmoon NY
Donald E. Simmons
CRD#: 1836646
139 Meyer Road, Halfmoon, NY 12065

Donald Simmons (CRD# 1836646) is an Investment Advisor Representative working at Simmons Capital Group in Halfmoon, NY and has over 35 years of experience in the finance industry.

4
Matthew Stankus, financial advisor Halfmoon NY
Matthew T. Stankus
CRD#: 7689050
139 Meyer Road, Halfmoon, NY 12065

Matthew Stankus (CRD# 7689050) is an Investment Advisor Representative working at Simmons Capital Group in Halfmoon, NY and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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