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Donald A Shelton

Simplicity Wealth

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About Donald A Shelton

Donald Shelton is a financial professional with over a decade of experience in the financial services industry. Donald is currently registered with Simplicity Wealth, a financial advisory firm that provides a range of services, including financial planning, educational seminars, and portfolio management. Donald has experience in various aspects of financial services, including insurance sales, conventional and reverse mortgages, and real estate. Donald is licensed to offer insurance products.

Firm Information

Donald Shelton 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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Donald Shelton’s Registration & Firm History

NJ

10/28/2019 - Present

Simplicity Wealth (SUMMIT NJ)

FL

09/09/2009 - 02/12/2010

QUESTAR CAPITAL CORPORATION (MIAMI FL)

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Licenses & Designations

IA

Issued 07/31/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/08/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Donald A Shelton.
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