Financial ADVSR advisor directory · SEC adviser records
Simplicity Wealth financial advisors in Summit, NJ
Every SEC-registered investment adviser representative at a Simplicity Wealth office in Summit, A to Z.
108 registered advisors work at Simplicity Wealth in Summit, out of 237 at the firm nationwide; it ranks number 3 in the city by advisors. 17 list the CFP designation and 16 are also registered broker representatives.
Simplicity Wealth advisors in Summit, A to Z
Every Simplicity Wealth advisor →- Corey AboodInvestment adviser rep
- Terry M. AndersonCertified Financial Planner
- Ifeanyi Andrew AnyafoInvestment adviser rep
- Kevin L. ArshamInvestment adviser rep
- Derrick S. AvelarCertified Financial Planner
- John D. BakerInvestment adviser rep
- Dionne J. BanksInvestment adviser rep
- Nathaniel P. BartonInvestment adviser rep
- Timothy A. BeauregardCertified Financial Planner
- Stephen BeneAlso a broker rep
- Chad E. BlantonInvestment adviser rep
- Andrew G. BourkeInvestment adviser rep
- Douglas C. BryanInvestment adviser rep
- Robert V. BurnetteInvestment adviser rep
- Alan D. CantrellInvestment adviser rep
- Anne W. CoupeInvestment adviser rep
- Jeffrey S. CrystalAlso a broker rep
- Rebecca R. DesotoCertified Financial Planner
- Derek J. DraperInvestment adviser rep
- Mary A. EhlertCertified Financial Planner
- Jeremy A. ErismanInvestment adviser rep
- Robert M. FreemanInvestment adviser rep
- William D. FrierInvestment adviser rep
- Douglas S. GahnInvestment adviser rep
- Jose M. GarzaCertified Financial Planner
- Michael C. GilbertInvestment adviser rep
- Darcy B. GonsalvesCertified Financial Planner
- Jason D. GriffithInvestment adviser rep
- Richard GustafsonAlso a broker rep
- Paul W. HardingInvestment adviser rep
- Logan R. HarrisInvestment adviser rep
- Trent M. HartInvestment adviser rep
- Stephen A. HartelInvestment adviser rep
- Mary E. HeilInvestment adviser rep
- Michael HenryInvestment adviser rep
- Michael K. HerrmannInvestment adviser rep
- Jared W. HillmanInvestment adviser rep
- Linda A. HiltonCertified Financial Planner
- Ryan J. HoganAlso a broker rep
- John R. HooverCertified Financial Planner
- Joshua R. HueneInvestment adviser rep
- Gabriel HurtInvestment adviser rep
- Jedediah V. HussInvestment adviser rep
- Jonathan D. JarboeInvestment adviser rep
- Rodney D. JarrellCertified Financial Planner
- Justin J. JonesInvestment adviser rep
- Judith KellnerInvestment adviser rep
- Collin KellyInvestment adviser rep
- Michael P. KellyChartered Financial Consultant
- Anne B. KiserInvestment adviser rep
- Brennan KnutsonInvestment adviser rep
- Devin M. LarkinsInvestment adviser rep
- Elena M. LarsonInvestment adviser rep
- Bryce P. LeeInvestment adviser rep
- David R. LesterInvestment adviser rep
- Ryan J. LovellAlso a broker rep
- Christian F. LunaInvestment adviser rep
- John M. MalarikInvestment adviser rep
- Erin B. McCannAlso a broker rep
- Matthew McCormackAlso a broker rep
- Edward J. MercierInvestment adviser rep
- Kendall MiedemaCertified Financial Planner
- Derrick R. MimsAlso a broker rep
- Alex P. MoorheadInvestment adviser rep
- Michael V. MortellaroAlso a broker rep
- Timothy M. MurphyInvestment adviser rep
- Anika M. NelsonInvestment adviser rep
- Kevin P. NuberInvestment adviser rep
- Ethan N. OgdenCertified Financial Planner
- Robert Okumu-McCarronInvestment adviser rep
- Eduardo W. Ortega-GhiglioneInvestment adviser rep
- David L. OwensCertified Financial Planner, Chartered Financial Consultant
- Jason R. ParrishInvestment adviser rep
- Eddie G. PatelCertified Financial Planner
- Arcie PettyInvestment adviser rep
- Catherine PinkasInvestment adviser rep
- Paul QuebecInvestment adviser rep
- Joseph W. RemsonInvestment adviser rep
- Daniel S. RhoadsInvestment adviser rep
- Anthony J. RossiAlso a broker rep
- Michael RowellInvestment adviser rep
- Thomas J. RozmanChartered Financial Analyst
- Edward RujaAlso a broker rep
- Jeffrey M. SachsInvestment adviser rep
- Matthew SanchezInvestment adviser rep
- Robert J. SayreCertified Financial Planner · Also a broker rep
- Dale SelfInvestment adviser rep
- Adam SevierAlso a broker rep
- Donald A. SheltonInvestment adviser rep
- Kevin M. SmithChartered Financial Consultant
- Richard B. Spencer Jr.Investment adviser rep
- Mark C. SpoonerCertified Financial Planner
- Thomas L. StaleyCertified Financial Planner
- Matthew R. TamanahaInvestment adviser rep
- Grant A. TherrienInvestment adviser rep
- Karla E. ThompsonInvestment adviser rep
- Jerry M. ToombsInvestment adviser rep
- Timothy TuschinskiInvestment adviser rep
- Sandeep VarmaAlso a broker rep
- August H. VeltenInvestment adviser rep
- David J. VogelInvestment adviser rep
- Gary H. VogelInvestment adviser rep
- Brian WakefieldAlso a broker rep
- Parker N. WeimarInvestment adviser rep
- Zachary WilliamsInvestment adviser rep
- David L. WohlwendChartered Financial Consultant · Also a broker rep
- Hien WuInvestment adviser rep
- Natalie C. YarbroughInvestment adviser rep
Simplicity Wealth advisors in every city and state →Simplicity Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →
Simplicity Wealth advisors in other cities
Denver, CO 15San Diego, CA 8Lincolnshire, IL 3Scottsdale, AZ 3Berkeley Heights, NJ 2Chardon, OH 2Charlotte, NC 2Clearwater, FL 2Grand Rapids, MI 2Houston, TX 2Indianapolis, IN 2Logan, UT 2Nashua, NH 2Ocala, FL 2Phoenix, AZ 2
Other firms in Summit
All Summit advisors →Tlg Advisors, Inc. 131J.P. Morgan Securities LLC 124Merrill Lynch, Pierce, Fenner & Smith Incorporated 38Seabridge Investment Advisors LLC 5Ameriprise Financial Services, LLC 4Circle Wealth Management, LLC 4Gulfstream Cm, LLC 4Beacon Pointe Advisors, LLC 3LPL Financial LLC 3Wells Fargo Clearing Services, LLC 3
Questions
How many financial advisors does Simplicity Wealth have in Summit?
108 investment adviser representatives are registered at Simplicity Wealth offices in Summit, New Jersey, according to the SEC's Investment Adviser Public Disclosure records, out of 237 nationwide. 17 list the CFP designation and 16 are also registered as broker representatives.
Is Simplicity Wealth one of the largest advisor employers in Summit?
Simplicity Wealth ranks number 3 in Summit by registered advisors; Tlg Advisors, Inc. has the most, with 131.
How do I check a Simplicity Wealth advisor in Summit?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Simplicity Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.