MM
Matthew Mccormack
SIMPLICITY WEALTH
Summit, NJ 07901
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CRD#: 7793841
MM
Matthew MccormackSIMPLICITY WEALTH
Professional summary
Matthew Mccormack is a registered financial advisor currently at SIMPLICITY WEALTH located in Summit, New Jersey and THE LEADERS GROUP, INC. located in Summit, New Jersey.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Matthew has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Monmouth Ocean Educational Services - 6/15/22 - 72 Cresci Blvd, Hazlet, NJ 07730 - Accounting Intern, Accounts receivable/payable processing, account reconciliation, payment processing, Not Invt Rel, Teacher & Admin Services for school districts, 20 hrs/mo; 0 hrs/mo (during trading hours). Simplicity Investments - 9/11/26 - 475 Springfield Avenue, Summit, NJ 07901 - Registered Representative, Registered Insurance Agent; Create & review proposals for advisors on the platform, Invt Rel, Investment Consulting/Planning, 160 hrs/mo; 160 hrs/mo (during trading hours).
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Mccormack's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 15, 2026 - Present
SIMPLICITY WEALTH
Office #1: 475 Springfield Avenue, Summit, NJ 07901RIA
CRD#: 300572
Summit, NJ
Current
September 11, 2026 - Present
THE LEADERS GROUP, INC.
Office #1: 475 Springfield Avenue, Summit, NJ 07901BD
CRD#: 37157
Summit, NJ
Past
November 14, 2024 - September 11, 2026
LPL ENTERPRISE, LLC
RIA
CRD#: 8733
HOLMDEL, NJ
Past
November 14, 2024 - September 11, 2026
LPL ENTERPRISE, LLC
BD
CRD#: 8733
HOLMDEL, NJ
Past
October 30, 2023 - November 14, 2024
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
EAST BRUNSWICK, NJ
Past
September 19, 2023 - November 14, 2024
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
EAST BRUNSWICK, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SIMPLICITY WEALTH
1ST CHOICE WEALTH | VISION7 ADVISORY | VELTEN WATERHOUSE ADVISORS | VANTAGE FINANCIAL GROUP | UNIVERSAL FINANCIAL CONSULTANTS (UFC) | UFC WEALTH | TURNSTART WEALTH | TUCKER FINANCIAL SERVICES | TRIUMPH PLANNING SOLUTIONS LLC | TRIUMPH PLANNING SOLUTIONS | THE WHISLER AGENCY | THE RETIREMENT STRATEGIES | THE CORE FINANCIAL GROUP | THE BINNACLE GROUP | TAYLOR WEALTH AND INSURANCE | TAYLOR WEALTH & INSURANCE | TAX SMART INVESTING AND PLANNING | SUMMIT WEALTH DESIGNS | STRATEGIC WEALTH PLANNING GROUP | STEWARD FINANCIAL SERVICES | STAYRETIRED WEALTH | SSTX WEALTH | SMITHS FINANCIAL SOLUTIONS | SIMPLICITY WEALTH LLC | SIMPLICITY WEALTH | SIMPLICITY SOLUTIONS | SIMPLICITY GUARDIAN | SILVER SUMMIT FINANCIAL | SIAMO ADVISORS | SERENITY WEALTH | SENIOR TAX ADVISORY GROUP | SBC FINANCIAL | SAWTOOTH WEALTH ADVISORS | SAGE FINANCIAL NETWORK INC. | SACHS FINANCIAL | ROSELAND RETIREMENT PLANNING | ROSELAND | RIGHTWAY INVESTMENTS | RHOADS AGENCY | RETIREMENT STRATEGIES GROUP | RETIREMENT KEY | RETIREMENT INCOME SPECIALISTS | RETIRE PRO | RETIRE ESTATE PLAN | RELIANT WEALTH MANAGEMENT | REABURN CAPITAL | PROTECTIVE WEALTH STRATEGIES | PROTECTED TOMORROWS | PROSPERITY AND LEGACY WEALTH MANAGEMENT | PROFESSIONAL PLANNING SERVICES | PRINCIPLED INSURANCE AGENCY | PRESTIGE FINANCIAL ADVISORS | PRESTIGE FINANCIAL | PRESERVATION WEALTH CONSULTANTS | PRECISE CAPITAL | PERSONAL ECONOMICS FINANCIAL GROUP | PEACE OF MIND FINANCE | NORTHLAND FINANCIAL | NORTH AMERICAN FINANCIAL SERVICES | NMS PORTFOLIO | NEXT PHASE MONEY MANAGEMENT | NCI WEALTH MANAGEMENT | MONETA WEALTH MANAGEMENT | MODERN EDGE CAPITAL | MKH FINANCIAL SERVICES | MERIDIAN WEALTH | MEMORIAL ASSET PROTECTION PLAN | MCGLINN FINANCIAL SERVICES | MAP ADVISORY | MALARIK FINANCIAL SERVICES | MAH FINANCIAL SERVICES | MACMUNN FINANCIAL MANGEMENT | M S WEALTH MANAGEMENT | LRM RETIREMENT | LIQUIDITY PARTNERS | LEGACY PRIVATE WEALTH | LARKINS WEALTH | LANGFORD WEALTH MANAGEMENT | LAKEVIEW FINANCIAL SOLUTIONS | LAKES FINANCIAL | KRUEGER WEALTH | KING FINANCIAL SERVICES | JUNIPER WEALTH MANAGEMENT | JULIET CARDONA FINANCIAL | JCHRISTOPHER ADVISORS | J MARTIN FINANCIAL SERVICES | INTEGRATIVE WEALTH | INSIGHT COLLEGE AND FINANCIAL SOLUTIONS | INDEPENDENT TRUST WEALTH MANAGEMENT | HUX CAPITAL MANAGEMENT | HURT AND ASSOCIATES | HOFFMAN GRIFFITH WEALTH PLANNING | HINES-WEALTH MANAGEMENT | HINES WEALTH MANAGEMENT | HERMANN FINANCIAL GROUP | HELP PROTECT AND GROW | HEART FINANCIAL GROUP | HEADSAIL FINANCIAL | HATHAWAY INVESTMENTS | HARBOUR VIEW ADVISORS | H AND W FINANCIAL SERVICES | GUARDIAN WEALTH MANAGEMENT | GREENEFI WEALTH STRATEGIES | GREEN WEALTH MANAGEMENT | GRANITE ROCK WEALTH MANAGEMENT | GENERATIONAL WEALTH TEAM | FWA WEALTH ADVISORS | FRONT PAGE FINANCIAL ADVISORS | FREEDOM WEALTH SERVICES | FREEDOM WEALTH | FRANKLIN HENLEY FINANCIAL | FIRSTFRUITS ASSET MANAGEMENT | FIRST INCOME ADVISORS | FIRST FRUITS ASSET MANAGEMENT | FINANCIAL SECURITY MANAGEMENT AGENCY | FDL FINANCIAL | FAMILY WEALTH AND VESTUS | FAIRWAY FINANCIAL PARTNERS | EXPERITY WEALTH | EVERGREEN RETIREMENT SOLUTIONS | ESTATE AND RETIREMENT RESOURCES | ERISMAN WEALTH MANAGEMENT | EPERSONAL FINANCIAL | EMPOWERED WEALTH MANAGEMENT | DREAMCAP INVESTMENTS | DREAM CAP INVESTMENTS | DIVERSIFIED RETIREMENT AND WEALTH | DIAMOND LIFE PLANNING | DEVELOP YOUR COLLEGE GAME PLAN | DAK FINANCIAL GROUP | CREATIVE RETIREMENT PLANNING | CONCEIRGE FINANCIAL | COMMONWEALTH GUARDIANS | CLEAR VISION PLANNING | CLARK WEALTH, LLC | CHEVALIER WEALTH AND ASSOCIATES | CHART WELLS FINANCIAL | CARUTHER'S WEALTH SOLUTIONS | CAPSTONE FINANCIAL ASSOCIATES | CAPITAL PLANNING LLC | BTL TAX AND FINANCIAL | BROWNSTONE FINANCIAL GROUP | BRIGHTPATH FINANCIAL | BRETT REID WEALTH | BLUEROCK FINANCIAL MANAGEMENT | BLUEPOINT WEALTH MANAGEMENT | BEST INTEREST WEALTH PLANNING | BERGEN FINANCIAL GROUP | BENEFIT RFP | BENEFICIAL WEALTH | BEACON ASSOCIATES | BAYOU CITY FINANCIAL ADVISORS | BANKSTON WEALTH MANAGEMENT | AUGUST H VELTEN & ASSOCIATES | ATARAXIS FINANCIAL PLANNING | APTUS WEALTH MANAGEMENT | ALWAYS HELPING WM | ABUNDANT LIVING FINANCIAL SERVICES | ABRAMS INSURANCE SOLUTIONS | ABRAMS INC | ABOOD WEALTH MANAGEMENT...
CRD#: 300572 / SEC#: 801-114798
RIA
Registered Investment Advisory firm - (3/11/2019 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
New Jersey(9/11/2026)
IAR
New Jersey(9/15/2026)
Exams
What does exam status mean?
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Passed: 9/18/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SIMPLICITY WEALTH
1ST CHOICE WEALTH | VISION7 ADVISORY | VELTEN WATERHOUSE ADVISORS | VANTAGE FINANCIAL GROUP | UNIVERSAL FINANCIAL CONSULTANTS (UFC) | UFC WEALTH | TURNSTART WEALTH | TUCKER FINANCIAL SERVICES | TRIUMPH PLANNING SOLUTIONS LLC | TRIUMPH PLANNING SOLUTIONS | THE WHISLER AGENCY | THE RETIREMENT STRATEGIES | THE CORE FINANCIAL GROUP | THE BINNACLE GROUP | TAYLOR WEALTH AND INSURANCE | TAYLOR WEALTH & INSURANCE | TAX SMART INVESTING AND PLANNING | SUMMIT WEALTH DESIGNS | STRATEGIC WEALTH PLANNING GROUP | STEWARD FINANCIAL SERVICES | STAYRETIRED WEALTH | SSTX WEALTH | SMITHS FINANCIAL SOLUTIONS | SIMPLICITY WEALTH LLC | SIMPLICITY WEALTH | SIMPLICITY SOLUTIONS | SIMPLICITY GUARDIAN | SILVER SUMMIT FINANCIAL | SIAMO ADVISORS | SERENITY WEALTH | SENIOR TAX ADVISORY GROUP | SBC FINANCIAL | SAWTOOTH WEALTH ADVISORS | SAGE FINANCIAL NETWORK INC. | SACHS FINANCIAL | ROSELAND RETIREMENT PLANNING | ROSELAND | RIGHTWAY INVESTMENTS | RHOADS AGENCY | RETIREMENT STRATEGIES GROUP | RETIREMENT KEY | RETIREMENT INCOME SPECIALISTS | RETIRE PRO | RETIRE ESTATE PLAN | RELIANT WEALTH MANAGEMENT | REABURN CAPITAL | PROTECTIVE WEALTH STRATEGIES | PROTECTED TOMORROWS | PROSPERITY AND LEGACY WEALTH MANAGEMENT | PROFESSIONAL PLANNING SERVICES | PRINCIPLED INSURANCE AGENCY | PRESTIGE FINANCIAL ADVISORS | PRESTIGE FINANCIAL | PRESERVATION WEALTH CONSULTANTS | PRECISE CAPITAL | PERSONAL ECONOMICS FINANCIAL GROUP | PEACE OF MIND FINANCE | NORTHLAND FINANCIAL | NORTH AMERICAN FINANCIAL SERVICES | NMS PORTFOLIO | NEXT PHASE MONEY MANAGEMENT | NCI WEALTH MANAGEMENT | MONETA WEALTH MANAGEMENT | MODERN EDGE CAPITAL | MKH FINANCIAL SERVICES | MERIDIAN WEALTH | MEMORIAL ASSET PROTECTION PLAN | MCGLINN FINANCIAL SERVICES | MAP ADVISORY | MALARIK FINANCIAL SERVICES | MAH FINANCIAL SERVICES | MACMUNN FINANCIAL MANGEMENT | M S WEALTH MANAGEMENT | LRM RETIREMENT | LIQUIDITY PARTNERS | LEGACY PRIVATE WEALTH | LARKINS WEALTH | LANGFORD WEALTH MANAGEMENT | LAKEVIEW FINANCIAL SOLUTIONS | LAKES FINANCIAL | KRUEGER WEALTH | KING FINANCIAL SERVICES | JUNIPER WEALTH MANAGEMENT | JULIET CARDONA FINANCIAL | JCHRISTOPHER ADVISORS | J MARTIN FINANCIAL SERVICES | INTEGRATIVE WEALTH | INSIGHT COLLEGE AND FINANCIAL SOLUTIONS | INDEPENDENT TRUST WEALTH MANAGEMENT | HUX CAPITAL MANAGEMENT | HURT AND ASSOCIATES | HOFFMAN GRIFFITH WEALTH PLANNING | HINES-WEALTH MANAGEMENT | HINES WEALTH MANAGEMENT | HERMANN FINANCIAL GROUP | HELP PROTECT AND GROW | HEART FINANCIAL GROUP | HEADSAIL FINANCIAL | HATHAWAY INVESTMENTS | HARBOUR VIEW ADVISORS | H AND W FINANCIAL SERVICES | GUARDIAN WEALTH MANAGEMENT | GREENEFI WEALTH STRATEGIES | GREEN WEALTH MANAGEMENT | GRANITE ROCK WEALTH MANAGEMENT | GENERATIONAL WEALTH TEAM | FWA WEALTH ADVISORS | FRONT PAGE FINANCIAL ADVISORS | FREEDOM WEALTH SERVICES | FREEDOM WEALTH | FRANKLIN HENLEY FINANCIAL | FIRSTFRUITS ASSET MANAGEMENT | FIRST INCOME ADVISORS | FIRST FRUITS ASSET MANAGEMENT | FINANCIAL SECURITY MANAGEMENT AGENCY | FDL FINANCIAL | FAMILY WEALTH AND VESTUS | FAIRWAY FINANCIAL PARTNERS | EXPERITY WEALTH | EVERGREEN RETIREMENT SOLUTIONS | ESTATE AND RETIREMENT RESOURCES | ERISMAN WEALTH MANAGEMENT | EPERSONAL FINANCIAL | EMPOWERED WEALTH MANAGEMENT | DREAMCAP INVESTMENTS | DREAM CAP INVESTMENTS | DIVERSIFIED RETIREMENT AND WEALTH | DIAMOND LIFE PLANNING | DEVELOP YOUR COLLEGE GAME PLAN | DAK FINANCIAL GROUP | CREATIVE RETIREMENT PLANNING | CONCEIRGE FINANCIAL | COMMONWEALTH GUARDIANS | CLEAR VISION PLANNING | CLARK WEALTH, LLC | CHEVALIER WEALTH AND ASSOCIATES | CHART WELLS FINANCIAL | CARUTHER'S WEALTH SOLUTIONS | CAPSTONE FINANCIAL ASSOCIATES | CAPITAL PLANNING LLC | BTL TAX AND FINANCIAL | BROWNSTONE FINANCIAL GROUP | BRIGHTPATH FINANCIAL | BRETT REID WEALTH | BLUEROCK FINANCIAL MANAGEMENT | BLUEPOINT WEALTH MANAGEMENT | BEST INTEREST WEALTH PLANNING | BERGEN FINANCIAL GROUP | BENEFIT RFP | BENEFICIAL WEALTH | BEACON ASSOCIATES | BAYOU CITY FINANCIAL ADVISORS | BANKSTON WEALTH MANAGEMENT | AUGUST H VELTEN & ASSOCIATES | ATARAXIS FINANCIAL PLANNING | APTUS WEALTH MANAGEMENT | ALWAYS HELPING WM | ABUNDANT LIVING FINANCIAL SERVICES | ABRAMS INSURANCE SOLUTIONS | ABRAMS INC | ABOOD WEALTH MANAGEMENT...
CRD#: 300572 / SEC#: 801-114798
RIA
Registered Investment Advisory firm - (3/11/2019 Approved)Loading...
Contact information
Main Address
475 Springfield Ave. Suite #1, Summit, NJ 07901
Mailing Address
Phone number
(844) 220-8326
Established
Firm type
Fiscal year end
# of Employees
424
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14,045 |
| AUM (Assets Under Management) | $ 4,271,040,743 |
Red Flags
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