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Dennis Bernard Szymanski

Simplicity Wealth

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About Dennis Bernard Szymanski

Dennis Szymanski is an Investment Advisor Representative with Simplicity Wealth. Dennis has been a registered investment advisor since 2007 and has experience with a variety of firms. Dennis is licensed in Michigan and has a Series 6, 63, and 65 license. Dennis specializes in insurance sales, financial planning, and portfolio management.

Firm Information

Dennis Szymanski is currently registered with Simplicity Wealth. Simplicity Wealth is a Registered Investment Advisor based in SUMMIT, NJ with approximately $3.17 billion in regulatory assets under management. The firm provides financial planning, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. The firm's clients include high-net-worth individuals, other investment advisors, banking or thrift institutions, and individuals other than high-net-worth.
Simplicity Wealth

86 SUMMIT AVE

SUMMIT, NJ 07901

$3.17B

Assets Under Management

16

Total Clients

74

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dennis Szymanski’s Registration & Firm History

MI

09/09/2019 - Present

Simplicity Wealth (Linden MI)

MI

04/25/2007 - 08/04/2010

J.W. COLE FINANCIAL, INC. (FLINT MI)

MI

03/01/2007 - 04/25/2007

ROYAL ALLIANCE ASSOCIATES, INC. (FLINT MI)

MI

02/24/2006 - 03/01/2007

UNITED SECURITIES ALLIANCE, INC. (FLINT MI)

CA

03/18/2005 - 03/06/2006

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

GA

12/10/2001 - 09/14/2004

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 01/15/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/08/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/07/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dennis Bernard Szymanski.
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