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Morgan Simon

CANDIDE GROUP, LLC·OAKLAND, California
Unclaimed Profile
1721 BROADWAY, OAKLAND, CA 94612CRD# 6739151Firm CRD# 286086
01

About

Morgan Simon is a registered financial advisor based in OAKLAND, California, affiliated with CANDIDE GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Nonprofits & Foundations
03

Firm Overview

Firm
CANDIDE GROUP, LLC
CANDIDE GROUP
AUM
$212M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at CANDIDE GROUP, LLC →
Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6739151
Firm CRD# 286086
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Morgan Simon offer?
Morgan Simon specializes in Retirement Planning, Wealth Management. Contact their office in OAKLAND, California for a consultation.
What are Morgan Simon's credentials?
Morgan Simon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Morgan Simon located?
Morgan Simon is based in OAKLAND, California, working with CANDIDE GROUP, LLC. Their office serves clients in the OAKLAND metropolitan area and surrounding communities.
How does Morgan Simon charge for services?
Morgan Simon's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CANDIDE GROUP, LLC?
CANDIDE GROUP, LLC has approximately 15 employees and manages $212M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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