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Bruce George Donaldson

SIMPLICITY WEALTH LLC·SUMMIT, New Jersey
Unclaimed Profile
86 SUMMIT AVE, SUMMIT, NJ 07901CRD# 5851175Firm CRD# 300572
01

About

Bruce George Donaldson is a registered financial advisor based in SUMMIT, New Jersey, affiliated with SIMPLICITY WEALTH LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
SIMPLICITY WEALTH LLC
SIMPLICITY WEALTH
AUM
$3.2B
Regulatory assets under management
Employees
159
Total firm employees
View all advisors at SIMPLICITY WEALTH LLC →
Services
Financial planning
Portfolio management (individuals)
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
Regulatory
SEC/IARD CRD# 5851175
Firm CRD# 300572
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bruce George Donaldson offer?
Bruce George Donaldson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SUMMIT, New Jersey for a consultation.
What are Bruce George Donaldson's credentials?
Bruce George Donaldson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bruce George Donaldson located?
Bruce George Donaldson is based in SUMMIT, New Jersey, working with SIMPLICITY WEALTH LLC. Their office serves clients in the SUMMIT metropolitan area and surrounding communities.
How does Bruce George Donaldson charge for services?
Bruce George Donaldson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SIMPLICITY WEALTH LLC?
SIMPLICITY WEALTH LLC has approximately 159 employees and manages $3.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)JERSEY CITY (156)RED BANK (136)MORRISTOWN (119)
City Guides
PRINCETON GuideNEWARK GuideJERSEY CITY GuideRED BANK GuideMORRISTOWN Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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