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Nicole Simpson

Advisor at Vanderbilt Advisory Services

Updated today

Location

Piscataway, NJ 08854

Credentials

CFP®, Series 63, Series 65

Industry experience

33 years

About

Nicole Simpson is a CFP® professional with 32 years of industry experience, currently serving at Vanderbilt Advisory Services. Her prior experience includes 16 years at Next Financial Group Inc. Beyond her advisory role, she is a pastor, motivational speaker, and author who addresses topics such as 9/11 survival, sexual trauma, prison reform, entrepreneurship, and team building. She is also actively involved in community service as the board chair and president of Generation X Community Association, which provides scholarships, financial literacy education, and support to marginalized communities. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation approach combined with fundamental and technical analysis, offering portfolio management and financial planning services integrated with retirement-plan and benefits firms.

Client services

Based on Vanderbilt Advisory Services

Financial planning Portfolio management

Expertise

Based on Vanderbilt Advisory Services

Wealth management Active portfolio management Tax-loss harvesting General estate planning guidance

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Fee options

Fixed

Annual Planning Service charged as a flat dollar amount, agreed upon in advance with client

Percentage

$0 - $249,999: 2.75% $250,000 - $499,999: 2.65% $500,000 - $999,999: 2.50% $1,000,000 - $4,999,999: 2.40% $5,000,000+: 2.40%

Project-based

Hourly financial planning/consulting fees charged as a flat rate per hour, amount depends on location and experience of Advisor Representative

Other

Account minimum: No minimum asset or income requirements to be a client Minimum fee: Minimum annual management fee is $90.00

Location

371 Hoes Lane Suite 200,

Piscataway, NJ 08854

Most active in

New Jersey

Work history

Vanderbilt Financial Group

2023 - Present (3 years)

Next Financial Group Inc.

2007 - 2023 (16 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 63, Series 65

North Plainfield, NJ

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Damian Mbadugha is the sole advisor at Hillgate Financial, LLC, a New Jersey-registered investment adviser. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. In addition to his advisory role, he is registered as a commodities trading advisor, and works as an insurance agent and tax preparer, focusing on research during weekends. Hillgate Financial provides discretionary investment supervisory services to individuals, trusts, and estates, applying modern portfolio theory to build diversified portfolios primarily using passively managed funds and ETFs. The firm emphasizes tax-aware strategies and manages a historically significant asset base with a focus on individualized client portfolios.

Passive / index investing
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Matthew W

Series 65

Colonia, NJ

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Matthew Wright is the principal and sole advisor at WRIGHT Investment Partners LLC, with eight years of industry experience. He holds a Series 65 designation and previously worked as a private investor for five years before founding his firm in 2016. Outside of advisory work, he is a principal in a business that owns a small Class C office building. WRIGHT Investment Partners LLC provides portfolio management services to individual and high net worth clients, focusing on personalized Investment Policy Statements and discretionary management. The firm uses a combination of fundamental and quantitative analysis with a long-term trading approach, offering a range of investment products and conducting at least monthly account reviews.

Annuities
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Michael G

Series 66

Elizabeth, NJ

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Michael Godeanu is a financial advisor at Luxe Capital Management Inc. with six years of industry experience. He holds the Series 66 designation and has previously worked at Singer Wealth Advisors LLC, Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and AXA Advisors, LLC. Outside of finance, he is the owner of Berzerk Fitness LLC, an e-commerce retail business, and has served as an on-ice hockey official for USA Hockey since 2004. Luxe Capital Management, founded in 2024, provides portfolio management, financial planning, retirement plan consulting, and adviser selection services to individual and institutional clients. The firm employs a multi-method investment approach combining fundamental, technical, and cyclical analysis, and manages accounts using long-term, short-term, and trading strategies, typically on a discretionary basis.

Passive / index investing
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Series 65

Highland Park, NJ

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Options & derivatives strategies Active portfolio management
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David S

Series 63, Series 65

Springfield, NJ

Purple Dog Investments LLC

David Steiner is the principal and sole advisor at Purple Dog Investments LLC in Springfield, NJ, holding Series 63 and Series 65 licenses with 30 years of industry experience. He previously worked at Cetera Advisors LLC and Cetera Investment Advisers LLC and is also the owner of Zebulon Tax Advisory LLC, where he provides tax preparation services. In addition, Steiner serves as an adjunct professor at Union County College and holds licenses as a fixed insurance agent, offering life, health, disability, annuities, and long-term care insurance. Purple Dog Investments provides investment advisory and consulting services primarily to individual and high-net-worth clients, utilizing model portfolios on the Charles Schwab platform with a focus on mutual funds and exchange-traded funds. The firm employs discretionary management through predefined model allocations tailored to client objectives and risk tolerances and integrates financial and tax planning alongside investment management.

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Series 65

Bridgewater, NJ

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Wealth management Active portfolio management Retirement income strategy College savings (529s, UTMA, etc.)
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