Simon Quick Advisors, LLC
Simon Quick Advisors, LLC (CRD# 132330) is a financial advisory firm headquartered in Morristown, NJ. They manage $5,752,893,260 in 2,900 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management5,753MILLION
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Total Number of Accounts2,900ACCOUNTS
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Average Account Value$1,983,756
- 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
Thomas Morr (CRD# 6648464) is an Investment Advisor Representative working at Simon Quick Advisors, LLC in Morristown, NJ and has 1 year of experience in the finance industry.
Michael Oliveri (CRD# 6866228) is an Investment Advisor Representative working at Simon Quick Advisors, LLC in Morristown, NJ and has 1 year of experience in the finance industry.
Steven Pisano (CRD# 5245139) is an Investment Advisor Representative working at Simon Quick Advisors, LLC in Morristown, NJ and has over 15 years of experience in the finance industry.
Leslie Quick Iii (CRD# 1079748) is an Investment Advisor Representative working at Simon Quick Advisors, LLC in Morristown, NJ and has over 41 years of experience in the finance industry.
John Simon (CRD# 824849) is an Investment Advisor Representative working at Simon Quick Advisors, LLC in Morristown, NJ and has 1 year of experience in the finance industry.
Christos Thomas (CRD# 2097842) 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.
Daniel Weitz (CRD# 5378535) is an Investment Advisor Representative working at Simon Quick Advisors, LLC in Morristown, NJ and has over 16 years of experience in the finance industry.
Jenna Wilson (CRD# 5948157) is an Investment Advisor Representative working at Simon Quick Advisors, LLC in Morristown, NJ and has 1 year of experience in the finance industry.
Connor Donovan (CRD# 7337086) is an Investment Advisor Representative working at Simon Quick Advisors, LLC in Morristown, NJ and has 1 year of experience in the finance industry.
David Hedley (CRD# 2164034) is an Investment Advisor Representative working at Simon Quick Advisors, LLC in Morristown, NJ and has over 32 years of experience in the finance industry.