Simplicity Wealth
Simplicity Wealth (CRD# 300572) is a financial advisory firm headquartered in Summit, NJ. They manage $201,035,405 in 2,342 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management201MILLION
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Total Number of Accounts2,342ACCOUNTS
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Average Account Value$85,839
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
Robert Murphy (CRD# 3193173) is an Investment Advisor Representative working at Simplicity Wealth in Glastonbury, CT and has over 22 years of experience in the finance industry.
Matthew Oaks (CRD# 6791768) is an Investment Advisor Representative working at Simplicity Wealth in Vienna, OH and has over 6 years of experience in the finance industry.
Gaetan Policard (CRD# 6736509) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has over 6 years of experience in the finance industry.
Bradley Pries (CRD# 2075526) is an Investment Advisor Representative working at Simplicity Wealth in Bloomington, MN and has over 14 years of experience in the finance industry.
Joel Rieck (CRD# 6855088) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has over 5 years of experience in the finance industry.
Donald Shelton (CRD# 5675852) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has over 5 years of experience in the finance industry.
Dennis Szymanski (CRD# 4454278) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has over 21 years of experience in the finance industry.
Hunt Taylor (CRD# 4129261) is an Investment Advisor Representative working at Simplicity Wealth in Memphis, TN and has over 22 years of experience in the finance industry.
August Velten (CRD# 821458) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has over 11 years of experience in the finance industry.
David Vogel (CRD# 1020967) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has over 41 years of experience in the finance industry.