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).
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Total Assets Under Management3,167MILLION
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Total Number of Accounts6,188ACCOUNTS
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Average Account Value$511,725
- 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
- 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
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 23 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 7 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 7 years of experience in the finance industry.
Bradley Pries (CRD# 2075526) is an Investment Advisor Representative working at Simplicity Wealth in Chaska, MN and has over 15 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 6 years of experience in the finance industry.
Hoyt Robey (CRD# 2927026) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has over 25 years of experience in the finance industry.
Joseph Roseman (CRD# 1411559) is an Investment Advisor Representative working at Simplicity Wealth in Charlotte, NC and has over 38 years of experience in the finance industry.
Thomas Rozman (CRD# 1699670) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has over 36 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 6 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 22 years of experience in the finance industry.