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Kimberly Renee Falbo

Simplicity Wealth

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About Kimberly Renee Falbo

Kimberly Falbo is an investment advisor representative at Simplicity Wealth. Kimberly has been in the industry since 1993. Kimberly Falbo has Series 6 and Series 65 licenses. Kimberly Falbo's previous registrations include MetLife Securities Inc. and Metropolitan Life Insurance Company. Kimberly Falbo currently holds an active investment advisor registration in the state of Florida. Kimberly Falbo is also a licensed independent insurance agent. Kimberly Falbo specializes in financial planning, educational seminars and portfolio management for individuals and businesses.

Firm Information

Kimberly Falbo 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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Kimberly Falbo’s Registration & Firm History

FL

05/30/2024 - Present

Simplicity Wealth (Clearwater FL)

NA

11/30/1993 - 10/27/1994

METLIFE SECURITIES INC.

NA

11/30/1993 - 10/27/1994

METROPOLITAN LIFE INSURANCE COMPANY

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Licenses & Designations

IA

Issued 10/17/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/29/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kimberly Renee Falbo.
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