Simplicity Wealth

Simplicity Wealth (CRD# 300572) is a financial advisory firm headquartered in Summit, NJ. They manage $3,166,555,578 in 6,188 accounts and serve the financial needs of clients across 52 states (or territories).

Current Firm Details
86 Summit Ave, Ste 303, Summit, NJ 07901
https://www.lakeviewfinsol.com
By the Numbers
  • Total Assets Under Management
    3,167
    MILLION
  • Total Number of Accounts
    6,188
    ACCOUNTS
  • Average Account Value
    $511,725
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Simplicity Wealth
Showing 41 - 45 of 45 top financial advisors.
41
Daniel Rhoads, financial advisor Summit NJ
Daniel S. Rhoads
CRD#: 7437030
86 Summit Ave, Ste 303, Summit, NJ 07901

Daniel Rhoads (CRD# 7437030) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has over 2 years of experience in the finance industry.

42
Mark Spooner, financial advisor Summit NJ
Mark C. Spooner
CRD#: 1870161
86 Summit Ave, Ste 303, Summit, NJ 07901

Mark Spooner (CRD# 1870161) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has over 20 years of experience in the finance industry.

43
Victoria Stout, financial advisor Pine Brook NJ
Victoria Stout
CRD#: 7458559
330 Changebridge Rd., Suite 101, Pine Brook, NJ 07058

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.

44
Paul Tinnirello, financial advisor Summit NJ
Paul A. Tinnirello
CRD#: 4187538
86 Summit Ave, Ste 303, Summit, NJ 07901

Paul Tinnirello (CRD# 4187538) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has over 13 years of experience in the finance industry.

45
Hilary Zaragoza, financial advisor Palm Harbor FL
Hilary Zaragoza
CRD#: 7522057
2706 Alt 19, Ste 202us, Palm Harbor, FL 34683

Hilary Zaragoza (CRD# 7522057) is an Investment Advisor Representative working at Simplicity Wealth in Palm Harbor, FL and has over 2 years of experience in the finance industry.

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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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