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Eduardo Walter Ortega-ghiglione

Simplicity Wealth

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About Eduardo Walter Ortega-ghiglione

Eduardo Walter Ortega-Ghiglione is a financial advisor with Simplicity Wealth. Eduardo is a registered investment advisor in Florida and Texas, as well as a registered representative in California, Washington and Florida. Eduardo holds the Series 66, Series 7TO and SIE licenses. Eduardo has previous experience with Equitable Advisors, LLC. Eduardo has a variety of investment specializations and provides a number of services to clients including financial planning, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals.

Firm Information

Eduardo Ortega-ghiglione 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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Eduardo Ortega-ghiglione’s Registration & Firm History

NJ

09/11/2023 - Present

Simplicity Wealth (SUMMIT NJ)

FL

09/15/2020 - 05/08/2023

EQUITABLE ADVISORS, LLC (FT. LAUDERDALE FL)

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Licenses & Designations

BOTH

Issued 02/01/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/15/2020

Series 7TO - General Securities Representative Examination

BC

Issued 05/15/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eduardo Walter Ortega-ghiglione.
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