Timothy
Simon
Grey Street Capital, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Timothy Simon is a financial advisor working in Green Village, New Jersey, with a total of 2 years of relevant experience. Simon is currently employed by Grey Street Capital, LLC. Their career trajectory has included roles at Lafayette College, Barclays, Barclays Capital Inc, Rose Management Group and Grey Street Capital. Simon has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in New Jersey. Grey Street Capital, LLC is a financial advisory firm that has its headquarters in Chicago, IL. It has offices in five locations and a total of 11 financial advisors. It handles $2 billion in total assets across its 661 client accounts, making it one of the biggest firms in the country by assets under management. Of its 661 customer accounts, 96% belong to high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely vary depending on which service is offered. Fees charged by Grey Street Capital, LLC likely include asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Grey Street Capital, LLC Brokerage Details
$1,676,101,344
11
661
$2,535,706
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Timothy Simon Work History
Timothy has been registered as a financial advisor for 2 years.*
Grey Street Capital
Rose Management Group
Barclays Capital Inc
Barclays
Lafayette College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Timothy Simon 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 Grey Street Capital, LLC
Chicago, IL
Green Village, NJ
Chicago, IL
Chicago, IL
Bluffton, SC
Phoenix, AZ
Chicago, IL
Chicago, IL
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
