Kevin
Brown
Simplicity Wealth
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About this Advisor
Kevin Brown is a financial advisor based in Summit, New Jersey, working with Simplicity Wealth. Kevin has previously held positions at Fidelity Investments, Chrysalis, Garage Door Pros Service & Repair, Cache County School District, Turn Community Services, Ipartnr Technologies, Garage Doors Only, The Church Of Jesus Christ Of Latter Day Saints, Utah State University, Simplicity Wealth, Comfort Keepers, and Uber. Kevin has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in North Carolina. Currently, Kevin is part of Simplicity Wealth, which operates out of Summit, New Jersey. The firm has 52 offices and 159 employees. The firm manages assets totaling $3.2 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Simplicity Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Simplicity Wealth Brokerage Details
$3,166,555,578
159
6,188
$511,725
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Kevin Brown Work History
Simplicity Wealth
Comfort Keepers
Uber
Fidelity Investments
Garage Door Pros Service & Repair
Chrysalis
Cache County School District
Utah State University
Turn Community Services
Ipartnr Technologies
Garage Doors Only
The Church Of Jesus Christ Of Latter Day Saints
Disclosures
Please visit the SEC profile of Kevin Brown to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Simplicity Wealth
Ville Platte, LA
Summit, NJ
Summit, NJ
Summit, NJ
Summit, NJ
Prairie Village, KS
Summit, NJ
Summit, NJ
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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