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
Ted Henley (CRD# 7735615) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has 1 year of experience in the finance industry.
Sherry Hu (CRD# 7726312) is an Investment Advisor Representative working at Simplicity Wealth in Pleasanton, CA and has 1 year of experience in the finance industry.
Randy Jaramillo (CRD# 4843136) is an Investment Advisor Representative working at Simplicity Wealth in Bargersville, IN and has over 17 years of experience in the finance industry.
Justin Jones (CRD# 7617738) is an Investment Advisor Representative working at Simplicity Wealth in Dacula, GA and has 1 year of experience in the finance industry.
Matthew Krueger (CRD# 7214358) is an Investment Advisor Representative working at Simplicity Wealth in Hampshire, IL and has over 4 years of experience in the finance industry.
Bryce Lee (CRD# 7864797) is an Investment Advisor Representative working at Simplicity Wealth in Spokan Valley, WA and has 1 year of experience in the finance industry.
Ted Miller (CRD# 7542500) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has over 2 years of experience in the finance industry.
Daniel Nicolaescu (CRD# 6704550) is an Investment Advisor Representative working at Simplicity Wealth in Ponte Vedra Beach, FL and has over 2 years of experience in the finance industry.
Paula Reynolds (CRD# 6166788) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has over 11 years of experience in the finance industry.
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.