Matthew Mccormack
Investment adviser representative at Simplicity Wealth
10 yearsExperience
1 stateRegistered in
$4.3BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Simplicity WealthSep 2026 to now
- The Leaders Group dba Simplicity InvestmentsSep 2026 to now
- Monmouth Ocean Education Services CommissionJun 2022 to now
- LPL Enterprise, LLCNov 2024 to Sep 2026
- The Prudential Insurance Company of AmericaJan 2024 to Aug 2026
- Pruco Securities LLCJul 2023 to Aug 2026
- Martini & Martini CpaMar 2022 to May 2022
- Rowan UniversityJul 2021 to Jan 2022
- Villa PizzaJun 2019 to Jun 2021
- UnemployedOct 2018 to May 2019
- Uj's Asian BistroSep 2017 to Sep 2018
- Flynn O'hara UniformsJun 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Simplicity Wealth
Legal name: Simplicity Wealth LLC
$4.3BAssets managed
8,494Clients
251Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7793841
- Firm CRD
- 300572