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Simplicity Investments, Inc. Employee Directory

Financial ServicesNew Jersey, United States51-200 Employees

Simplicity Investments, Inc. operates as the independent broker-dealer for the Simplicity Group, delivering a partner-focused model grounded in decades of ongoing commitment to partner success. The firm works with business development organizations, registered representatives, independent agents, and hybrid advisors, offering commission-based programs designed to help build client bases while providing client protection solutions. Based in Summit, New Jersey, it operates in the financial services sector as a mid-sized broker-dealer that supports a network of partner professionals. The company is a member of FINRA and SIPC, reflecting its regulatory standing within the U.S. securities market.

Find Simplicity Investments, Inc. employees' phone numbers or email addresses

Simplicity Investments, Inc. Global Highlights

Location
Employees

North America
110

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  • United States Of America
    110

Europe
2

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  • Bulgaria
    1
  • United Kingdom Of Great Britain And Northern Ireland
    1

Simplicity Investments, Inc.'s Leadership

  • President at Simplicity Investments, Inc.
    E. G.
    President
    Mobile Phone
  • President at Simplicity Investments, Inc.
    K. O.
    President
    Mobile Phone
  • President at Simplicity Investments, Inc.
    W. G.
    President
    Mobile Phone
  • Owner And President at Simplicity Investments, Inc.
    D. S.
    Owner And President
    Mobile Phone
  • Vice President at Simplicity Investments, Inc.
    B. I.
    Vice President
    Mobile Phone
  • Manager at Simplicity Investments, Inc.
    V. K.
    Manager
    Mobile Phone
  • Compliance Advisory Principal at Simplicity Investments, Inc.
    H. S.
    Compliance Advisory Principal
    Mobile Phone
  • Account Management Associate at Simplicity Investments, Inc.
    L. D.
    Account Management Associate
    Mobile Phone

Simplicity Investments, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Legal
  • Human Resources
  • Business
  • Entertainment
  • Other
  • Finance
  • Consultant

Contact profiles from Simplicity Investments, Inc.

Name
Title
Contact
Location
Last Update
  • Owner And President at Simplicity Investments, Inc.
    D. S.
    Owner And President
    Mobile Phone
    Oct 16, 2024
  • President at Simplicity Investments, Inc.
    E. G.
    President
    Mobile Phone
    Oct 22, 2024
  • President at Simplicity Investments, Inc.
    K. O.
    President
    Mobile Phone
    Oct 21, 2024
  • President at Simplicity Investments, Inc.
    W. G.
    President
    Mobile Phone
    Oct 16, 2024
  • Vice President at Simplicity Investments, Inc.
    B. I.
    Vice President
    Mobile Phone
    Oct 21, 2024
  • Manager at Simplicity Investments, Inc.
    V. K.
    Manager
    Mobile Phone
    Oct 18, 2024
  • Compliance Advisory Principal at Simplicity Investments, Inc.
    H. S.
    Compliance Advisory Principal
    Mobile Phone
    Apr 09, 2026
  • Account Management Associate at Simplicity Investments, Inc.
    L. D.
    Account Management Associate
    Mobile Phone
    Feb 13, 2026
  • Analyst at Simplicity Investments, Inc.
    J. K.
    Analyst
    Mobile Phone
    Oct 17, 2024
  • Retirement Plan Specialist | Independent Insurance & Annuity Broker | Registered Representative at Simplicity Investments, Inc.
    M. S.
    Retirement Plan Specialist | Independent Insurance & Annuity Broker | Registered Representative
    Mobile Phone
    Oct 21, 2024

Frequently Asked Questions

What is Simplicity Investments, Inc. known for?

Minus sign iconPlus sign iconSimplicity Investments, Inc. was founded in 1994 and operates in the Financial Services industry. You can contact Simplicity Investments, Inc.'s main corporate office by phone at
+1-303-797-****
. Explore Simplicity Investments, Inc.'s company overview page for more information.

What is Simplicity Investments, Inc.'s most common email format?

Minus sign iconPlus sign iconSimplicity Investments, Inc. employees' email format typically follows the pattern of First@leadersgroup.net. Trying to find reliable and up-to-date employee contact data? Find more Simplicity Investments, Inc. email formats with LeadIQ.

How many employees does Simplicity Investments, Inc. have currently?

Minus sign iconPlus sign iconSimplicity Investments, Inc. has approximately 98 employees as of August 2026. These team members are located across 2 continents, including North America and Europe.

Who are Simplicity Investments, Inc.'s key employees and leadership?

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As of August 2026, Simplicity Investments, Inc.'s key employees include:

  • President: E. G.
  • President: K. O.
  • President: W. G.
  • Owner And President: D. S.
  • Vice President: B. I.

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