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Richard Victor Simkus

PRISM ADVISORY GROUP, LLC·NEWTOWN, Pennsylvania
Clean recordPRISM ADVISORY GROUP, LLC
4 CAUFIELD PLACE, NEWTOWN, PA 18940CRD# 1269936Firm CRD# 152555

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Victor Simkus · NEWTOWN, PA
Registration
CRD #1269936 · PRISM ADVISORY GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Richard Victor Simkus is a registered financial advisor based in NEWTOWN, Pennsylvania, affiliated with PRISM ADVISORY GROUP, 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
Introduction

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03

Firm Overview

Firm
PRISM ADVISORY GROUP, LLC
PRISM ADVISORY GROUP, LLC
AUM
$184M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at PRISM ADVISORY GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1269936
Firm CRD# 152555
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Victor Simkus offer?
Richard Victor Simkus specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEWTOWN, Pennsylvania for a consultation.
What are Richard Victor Simkus's credentials?
Richard Victor Simkus is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Victor Simkus located?
Richard Victor Simkus is based in NEWTOWN, Pennsylvania, working with PRISM ADVISORY GROUP, LLC. Their office serves clients in the NEWTOWN metropolitan area and surrounding communities.
How does Richard Victor Simkus charge for services?
Richard Victor Simkus's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRISM ADVISORY GROUP, LLC?
PRISM ADVISORY GROUP, LLC has approximately 6 employees and manages $184M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Robert Joseph Savino
NEWTOWN, PA

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Research
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