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).
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Total Assets Under Management5,104MILLION
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Total Number of Accounts4,811ACCOUNTS
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Average Account Value$1,060,898
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
CA, CO, CT, FL, LA, MA, NE, NJ, NY, PA, TN, TX
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.