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Mitchell Marc Leidner

SIMPLICITY WEALTH LLC·SUMMIT, New Jersey
Unclaimed Profile
86 SUMMIT AVE, SUMMIT, NJ 07901CRD# 2420094Firm CRD# 300572
01

About

Mitchell Marc Leidner 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# 2420094
Firm CRD# 300572
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mitchell Marc Leidner offer?
Mitchell Marc Leidner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SUMMIT, New Jersey for a consultation.
What are Mitchell Marc Leidner's credentials?
Mitchell Marc Leidner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mitchell Marc Leidner located?
Mitchell Marc Leidner 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 Mitchell Marc Leidner charge for services?
Mitchell Marc Leidner'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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Other advisors in SUMMIT
Jonathan Raoul Hughes — ENERGY CAPITAL PARTNERS MANAGEMENT, LPRonald Allan Karp — SUMMIT PRIVATE INVESTMENTS, INC.Richard Dennis Chase — SOLUS ALTERNATIVE ASSET MANAGEMENT LPJames Patrick Haire — BRAVE ASSET MANAGEMENT, INC.Bryant Daniels — CONVERSANT CAPITAL LLC
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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