B. Riley Wealth Advisors
43yrs
Top advisor by experience in Brooklyn
4yrs
Simon Blattstein
Financial advisor at Thrivent Investment Management
Simon Blattstein is a fiduciary financial advisor in Brooklyn, New York, with 4 years in the industry. Simon joined Thrivent Investment Management in 2022, a firm offering financial planning and investment management. The firm is paid through a percentage of assets and flat fees.
One of 579 advisors with offices in Brooklyn, and one of 507 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
OfficeBrooklyn, NY
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$162,801
Advisors at the firm3,159
States licensed ?2 states
Services through Thrivent Investment Management
Financial planningInvestment management for individuals and small businesses
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.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowThrivent Investment Management Inc.Current firm
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?
- 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 Thrivent Investment Management at 800-847-4836 and ask for Simon Blattstein. Simon works from the Brooklyn, NY office.
How long has Simon been a financial advisor?
Simon has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Simon hold?
Series 66. 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?
Thrivent Investment Management reports being paid by a percentage of the assets they manage, 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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