Massey, Quick & Company LLC

Massey, Quick & Company LLC (CRD# 132330) is a financial advisory firm headquartered in Morristown, NJ. They manage $2,001,211,466 in 466 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,001
    MILLION
  • Total Number of Accounts
    466
    ACCOUNTS
  • Average Account Value
    $4,294,445
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, CA, CT, FL, GA, LA, MA, MD, NE, NJ, NY, PA, TN, TX, WA

Financial Advisors at Massey, Quick & Company LLC
Showing 1 - 10 of 15 top financial advisors.
1
Daniel B. Weitz
CRD#: 5378535
360 Mount Kemble Avenue, Morristown, NJ 07960
96
Wealthminder
score

Daniel Weitz (CRD# 5378535) is an Investment Advisor Representative working at Massey, Quick & Company LLC in Morristown, NJ and has over 9 years of experience in the finance industry. Daniel Weitz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Joseph A. Belfatto
CRD#: 1298210
360 Mount Kemble Avenue, Morristown, NJ 07960
93
Wealthminder
score

Joseph Belfatto (CRD# 1298210) is an Investment Advisor Representative working at Massey, Quick & Company LLC in Morristown, NJ and has over 32 years of experience in the finance industry.

3
Stewart R. Massey
CRD#: 703703
360 Mount Kemble Avenue, Morristown, NJ 07960
93
Wealthminder
score

Stewart Massey (CRD# 703703) is an Investment Advisor Representative working at Massey, Quick & Company LLC in Morristown, NJ and has over 36 years of experience in the finance industry.

4
Anna L. Thomas
CRD#: 2325423
360 Mount Kemble Avenue, Morristown, NJ 07960
93
Wealthminder
score

Anna Thomas (CRD# 2325423) is an Investment Advisor Representative working at Massey, Quick & Company LLC in Morristown, NJ and has over 23 years of experience in the finance industry.

5
Kyle J. Ferrare
CRD#: 6140228
360 Mount Kemble Avenue, Morristown, NJ 07960
90
Wealthminder
score

Kyle Ferrare (CRD# 6140228) is an Investment Advisor Representative working at Massey, Quick & Company LLC in Morristown, NJ and has 1 year of experience in the finance industry. Kyle Ferrare has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
James F. Grabb
CRD#: 6415016
Sagaponack, NY
90
Wealthminder
score

James Grabb (CRD# 6415016) is an Investment Advisor Representative working at Massey, Quick & Company LLC in Sagaponack, NY and has 1 year of experience in the finance industry.

7
William A. Gushue
CRD#: 6066898
360 Mount Kemble Avenue, Morristown, NJ 07960
90
Wealthminder
score

William Gushue (CRD# 6066898) is an Investment Advisor Representative working at Massey, Quick & Company LLC in Morristown, NJ and has over 4 years of experience in the finance industry.

8
William B. Lalor
CRD#: 5153797
360 Mount Kemble Avenue, Morristown, NJ 07960
90
Wealthminder
score

William Lalor (CRD# 5153797) is an Investment Advisor Representative working at Massey, Quick & Company LLC in Morristown, NJ and has 1 year of experience in the finance industry. William Lalor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Larissa A. Mintschenko
CRD#: 5382035
360 Mount Kemble Avenue, Morristown, NJ 07960
90
Wealthminder
score

Larissa Mintschenko (CRD# 5382035) is an Investment Advisor Representative working at Massey, Quick & Company LLC in Morristown, NJ and has 1 year of experience in the finance industry. Larissa Mintschenko has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Christopher B. Moore
CRD#: 3266312
360 Mount Kemble Avenue, Morristown, NJ 07960
90
Wealthminder
score

Christopher Moore (CRD# 3266312) is an Investment Advisor Representative working at Massey, Quick & Company LLC in Morristown, NJ and has 1 year of experience in the finance industry. Christopher Moore has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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