Stephen
Bene
Simplicity Wealth
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About this Advisor
Stephen Bene is a financial advisor based in Berkeley Heights, New Jersey, working with Simplicity Wealth. Stephen has previously held positions at M Holdings Securities, Inc, Beneficial Wealth, C2P Capital Advisory Group, LLC Dba Prosperity Capital Advisors, Health Insurance Sales, The Leaders Group Inc, Simplicity Wealth, and One Team Financial. Stephen has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Stephen is part of Simplicity Wealth, which operates out of Berkeley Heights, New Jersey. The firm has 52 offices and 242 employees. Simplicity Wealth manages assets totaling $3.6 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
$3,598,410,848
242
10,573
$340,340
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
Stephen Bene Work History
The Leaders Group Inc
Simplicity Wealth
C2P Capital Advisory Group, LLC Dba Prosperity Capital Advisors
M Holdings Securities, Inc
Beneficial Wealth
One Team Financial
Health Insurance Sales
Disclosures
Please visit the SEC profile of Stephen Bene 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
Lenexa, KS
Berkeley Heights, NJ
Ponte Vedra Beach, FL
Summit, NJ
San Diego, CA
Lincolnshire, IL
Summit, NJ
Waller, TX
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