UBS Financial Services
47yrs
Top 1% by experience in Atlanta
12yrs
Based in Atlanta, Georgia, Simon Block is a fiduciary financial advisor with 12 years of industry experience. Simon joined Cetera Investment Advisers in 2019, after a year at Foresters Advisory Services. Cetera Investment Advisers offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 4534 advisors with offices in Atlanta, and one of 4079 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
Office2300 Windy Ridge Parkway Suite 150-S, Atlanta, GA 30339
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?2 states
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowCetera Investment Advisers LLCCurrent firm
- Sep 2018 – Jun 2019Foresters Advisory Services, LLCPreviously
Questions to ask Simon
Tailored to Simon’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Simon
How do I contact Simon?
Call Simon’s local office at (770) 818-0700 or the Cetera Investment Advisers main office at (310) 257-7880, and ask for Simon Block.
How long has Simon been a financial advisor?
Simon has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does Simon hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Simon a fiduciary?
Simon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Simon paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Simon for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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