Simon Quick Advisors, LLC

Simon Quick Advisors, LLC (CRD# 132330) is a financial advisory firm headquartered in Morristown, NJ. They manage $5,103,979,658 in 4,811 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,104
    MILLION
  • Total Number of Accounts
    4,811
    ACCOUNTS
  • Average Account Value
    $1,060,898
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, LA, MA, NE, NJ, NY, PA, TN, TX

Financial Advisors at Simon Quick Advisors, LLC
Showing 1 - 10 of 23 top financial advisors.
1
Joseph A. Belfatto
CRD#: 1298210
360 Mount Kemble Avenue, Morristown, NJ 07960

Joseph Belfatto (CRD# 1298210) is an Investment Advisor Representative working at Simon Quick Advisors, LLC in Morristown, NJ and has over 39 years of experience in the finance industry.

2
Kristin M. Bell
CRD#: 3162797
360 Mt. Kemble Ave, Morristown, NJ 07960

Kristin Bell (CRD# 3162797) is an Investment Advisor Representative working at Simon Quick Advisors, LLC in Morristown, NJ and has over 25 years of experience in the finance industry.

3
Kyle J. Ferrare
CRD#: 6140228
100 Fillmore St., 5th Floor, Denver, CO 80206

Kyle Ferrare (CRD# 6140228) is an Investment Advisor Representative working at Simon Quick Advisors, LLC in Denver, CO 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.

4
Brannon J. Fisher
CRD#: 6877191
100 Fillmore St., Ste. 500, Denver, CO 80206

Brannon Fisher (CRD# 6877191) is an Investment Advisor Representative working at Simon Quick Advisors, LLC in Denver, CO and has over 6 years of experience in the finance industry.

5
William B. Lalor
CRD#: 5153797
360 Mount Kemble Avenue, Morristown, NJ 07960

William Lalor (CRD# 5153797) is an Investment Advisor Representative working at Simon Quick Advisors, 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.

6
Jack R. Mahoney
CRD#: 6151664
360 Mt. Kemble Ave, Morristown, NJ 07960

Jack Mahoney (CRD# 6151664) is an Investment Advisor Representative working at Simon Quick Advisors, LLC in Morristown, NJ and has over 10 years of experience in the finance industry. Jack Mahoney 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.

7
Lisa A. Manzolillo
CRD#: 4282709
360 Mt. Kemble Ave, Morristown, NJ 07960

Lisa Manzolillo (CRD# 4282709) is an Investment Advisor Representative working at Simon Quick Advisors, LLC in Morristown, NJ and has over 18 years of experience in the finance industry. Lisa Manzolillo 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.

8
James V. McGurren
CRD#: 4646520
12 E 49th St, 7th Floor, New York, NY 10017

James McGurren (CRD# 4646520) is an Investment Advisor Representative working at Simon Quick Advisors, LLC in New York, NY and has over 20 years of experience in the finance industry. James McGurren 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. Mehlfelder
CRD#: 5382035
360 Mount Kemble Avenue, Morristown, NJ 07960

Larissa Mehlfelder (CRD# 5382035) is an Investment Advisor Representative working at Simon Quick Advisors, LLC in Morristown, NJ and has 1 year of experience in the finance industry. Larissa Mehlfelder 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

Christopher Moore (CRD# 3266312) is an Investment Advisor Representative working at Simon Quick Advisors, 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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