Simplicity Wealth

Firm record

As recorded in SEC IAPD

Firm CRD

300572

SEC number

801-114798

Firm type

RIA

Assets under management

$4.3B as of Apr 8, 2026

Website

www.linkedin.com/in/chadblantonsimplicityscottsdale ↗

Phone

844-220-8326

Address

475 Springfield Ave., Summit, NJ, 07901

Advisors at this firm

144 in our index · page 1 of 3

• Kevin Lee ArshamCRD 2169862 · Solon, OH
  IA Registered
• Christopher Alan AbramsCRD 6823008 · San Diego, CA
  IA Registered
• Ifeanyi Andrew AnyafoCRD 8047301 · Charlotte, NC
  IA Registered
• Sean Timothy BolenCRD 6040659 · Mukilteo, WA
  IA Registered
• James Marks BowerCRD 3255227 · Cheswick, PA
  IA RegisteredRegistration inactive
• Robert Vance BurnetteCRD 1430593 · Piqua, OH
  IA Registered
• Gordon Ralph BakerCRD 5540339 · Greenwood Village, CO
  IA RegisteredBroker
• John Davis BakerCRD 6276676 · Waco, TX
  IA Registered
• Nathaniel Paul BartonCRD 4737250 · Phoenix, AZ
  IA RegisteredRegistration inactive
• Joseph Calvin BeanCRD 8112535 · Augusta, ME
  IA Registered
• Mary BellofattoCRD 7773509 · Pine Brook, NJ
  IA Registered
• Kevin Anthony BlanchardCRD 7508914 · Lafayette, LA
  IA Registered
• Chad Emmerson BlantonCRD 6779875 · Phoenix, AZ
  IA Registered
• Douglas Carlton BryanCRD 6877960 · Grand Prairie, TX
  IA Registered
• Robert CannonCRD 2159964 · Riverside, CT
  IA Registered
• Alan Dean CantrellCRD 1484383 · Fayetteville, AR
  IA Registered
  Disclosure event(s) on record
• Juliet B. CardonaCRD 6497150 · San Diego, CA
  IA RegisteredRegistration inactive
• Ronnie Orville CaruthersCRD 2859083 · Carlsbad, CA
  IA Registered
• Shubert CineusCRD 6736413 · West Palm Beach, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Benjamin Thomas ClarkCRD 4326611 · Clearwater, FL
  IA Registered
• Richard Anthony ContelmoCRD 710214 · Glen Allen, VA
  IA Registered
• Curtis Timothy CottleCRD 6119745 · Grand Rapids, MI
  IA Registered
• Jeffrey Sean CrystalCRD 2280445 · Summit, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Charles Anderson CumberCRD 2514669 · Albuquerque, NM
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Patrick ChevalierCRD 6999332 · Houston, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Anne Williams CoupeCRD 1316778 · Barrington, IL
  IA RegisteredBroker
• Walter Gordon DecherdCRD 5588916 · Houston, TX
  IA Registered
  Disclosure event(s) on record
• Elizabeth Coble DonnerCRD 3242335 · Raleigh, NC
  IA RegisteredRegistration inactive
• Edward Daniel DropicCRD 4776848 · Seminole, FL
  IA RegisteredRegistration inactive
• Levi Martin EarhartCRD 4975110 · Scottsdale, AZ
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Mary Anne EhlertCRD 2130414 · Lincolnshire, IL
  IA Registered
• Katelyn ErchickCRD 7789562 · Avondale, PA
  IA Registered
• Jeremy Aden ErismanCRD 6842072 · Glendale, AZ
  IA RegisteredRegistration inactive
• Eric Michael FlatenCRD 2816498 · East Wenatchee, WA
  IA Registered
• David Bradley ForrestCRD 6137470 · Radnor, PA
  IA RegisteredRegistration inactive
• Robert M. FreemanCRD 6986102 · Lincolnshire, IL
  IA RegisteredRegistration inactive
• Christopher Frediani GeistCRD 5214755 · Eden Prairie, MN
  IA Registered
• Robert Jeffery GreenCRD 6224305 · The Woodlands, TX
  IA Registered
• Jason Daniel GriffithCRD 4683162 · Ventura, CA
  IA Registered
• Ian Jacob GrohmanCRD 7885305 · Grand Rapids, MI
  IA Registered
• Richard GustafsonCRD 5738829 · Berkeley Heights, NJ
  IA RegisteredBroker
• Douglas Scott GahnCRD 7478998 · Huntington Beach, CA
  IA Registered
• Jose M GarzaCRD 4382352 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Humberto GonzalezCRD 6646025 · Corpus Christi, TX
  IA Registered
• Marco Anthony HernandezCRD 1900932 · Mcallen, TX
  IA RegisteredRegistration inactive
• Michael Kenneth HerrmannCRD 2710362 · Old Hickory, TN
  IA Registered
• Gary Ray HurtCRD 1867931 · Twin Falls, ID
  IA Registered
• Paul W HardingCRD 5059084 · Scottsdale, AZ
  IA RegisteredBroker
• Daniel Joseph HarmeyerCRD 1643054 · Alpharetta, GA
  IA RegisteredRegistration inactive
• Ryan Joseph HoganCRD 8052463 · Summit, NJ
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.