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
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.
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.
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.
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.
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.
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.
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.