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Dawn Marie Simon

MICHAEL J. PORRO & CO. FINANCIAL ADVISOR LLC·OLD TAPPAN, New Jersey
Unclaimed Profile
180 OLD TAPPAN RD BLDG #5 FL 1, OLD TAPPAN, NJ 07675-7052CRD# 7902551Firm CRD# 125584
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About

Dawn Marie Simon is a registered financial advisor based in OLD TAPPAN, New Jersey, affiliated with MICHAEL J. PORRO & CO. FINANCIAL ADVISOR LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MICHAEL J. PORRO & CO. FINANCIAL ADVISOR LLC
AUM
$120M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at MICHAEL J. PORRO & CO. FINANCIAL ADVISOR LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 7902551
Firm CRD# 125584
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Dawn Marie Simon offer?
Dawn Marie Simon specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OLD TAPPAN, New Jersey for a consultation.
What are Dawn Marie Simon's credentials?
Dawn Marie Simon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dawn Marie Simon located?
Dawn Marie Simon is based in OLD TAPPAN, New Jersey, working with MICHAEL J. PORRO & CO. FINANCIAL ADVISOR LLC. Their office serves clients in the OLD TAPPAN metropolitan area and surrounding communities.
How does Dawn Marie Simon charge for services?
Dawn Marie Simon's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MICHAEL J. PORRO & CO. FINANCIAL ADVISOR LLC?
MICHAEL J. PORRO & CO. FINANCIAL ADVISOR LLC has approximately 5 employees and manages $120M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in OLD TAPPAN
Michael John Porro — MICHAEL J. PORRO & CO. FINANCIAL ADVISOR LLC
Nearby cities in New Jersey
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City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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