Simon
Arrata
Sowell Management
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About this Advisor
Simon Arrata is a financial advisor based in Great Neck, New York, working with Sowell Management. Simon has previously held positions at Targeted Financial Services, LLC, Sowell Management, Harvest Usa, Triad Advisors, Harvest Krane Investments, LLC, and Retired. Simon has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey and North Carolina. Currently, Simon is part of Sowell Management, which operates out of Great Neck, New York. The firm has 70 offices and 157 employees. The firm manages assets totaling $3.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Sowell Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sowell Management Brokerage Details
$3,329,402,135
157
13,257
$251,143
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Simon Arrata Work History
Harvest Usa
Sowell Management
Targeted Financial Services, LLC
Triad Advisors
Retired
Harvest Krane Investments, LLC
Disclosures
Please visit the SEC profile of Simon Arrata 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 Sowell Management
North Little Rock, AR
Houston, TX
North Little Rock, AR
Gig Harbor, WA
North Little Rock, AR
North Little Rock, AR
North Little Rock, AR
Houston, TX
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