Victoria
Stout
Simplicity Wealth
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About this Advisor
Victoria Stout is a financial advisor who works out of Pine Brook, New Jersey with 2 years of relevant experience. Stout is an employee of Simplicity Wealth. Throughout their career, they have worked at Keller Williams Suburban Realty, Senior Services Consulting and Roseland Retirement Planning. Stout maintains a Series 65 license, qualifying them as an investment advisor representative, and is able to operate in New Jersey. Simplicity Wealth is a financial advisory company headquartered in Summit, NJ. The firm has offices in 33 locations and a total of 46 people on staff. It administers $201 million in assets under management among its 2,342 accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 2,342 accounts, just 1% are associated with high-net-worth investors who have at least $1 million in assets. The firm performs a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Financial management fee schedules usually vary depending on which services the firm provides the client. Fee types billed by Simplicity Wealth most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Simplicity Wealth Brokerage Details
$201,035,405
46
2,342
$85,839
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Victoria Stout Work History
Victoria has been registered as a financial advisor for 2 years.*
Roseland Retirement Planning
Keller Williams Suburban Realty
Senior Services Consulting
*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 Victoria Stout 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
Summit, NJ
Bowling Green, KY
Summit, NJ
Summit, NJ
Summit, NJ
Summit, NJ
Denver, CO
Bowling Green, KY
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