Nathaniel
Barton
Simplicity Wealth
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About this Advisor
Nathaniel Barton is a financial advisor based in Summit, New Jersey, working with Simplicity Wealth. Nathaniel has previously held positions at Gwfs Equities, Inc, Simplicity Group, Brookstone Capital Management, LLC, Simplicity Wealth, LLC, Guardian Wealth Management, Valic Financial Advisors, Inc, Annexus Distributors, Transamerica Financial Advisors, Inc, and Edelweiss, LLC. Nathaniel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, Colorado, and Pennsylvania. Currently, Nathaniel 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 high-net-worth clients. 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
Nathaniel Barton Work History
Simplicity Group
Simplicity Wealth, LLC
Guardian Wealth Management
Brookstone Capital Management, LLC
Annexus Distributors
Transamerica Financial Advisors, Inc
Gwfs Equities, Inc
Valic Financial Advisors, Inc
Edelweiss, LLC
Disclosures
Please visit the SEC profile of Nathaniel Barton 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
Glastonbury, CT
Summit, NJ
Summit, NJ
Summit, NJ
Summit, NJ
Summit, NJ
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