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).

Current Firm Details
360 Mt. Kemble Ave, Morristown, NJ 07960
https://www.linkedin.com/company/simonquickadvisors
By the Numbers
  • Total Assets Under Management
    5,753
    MILLION
  • Total Number of Accounts
    2,900
    ACCOUNTS
  • Average Account Value
    $1,983,756
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 21 - 23 of 23 top financial advisors.
21
Erin Slocum, financial advisor New York NY
Erin L. Slocum
CRD#: 7545239
1270 Avenue Of The Americas, Ste 420, New York, NY 10020

Erin Slocum (CRD# 7545239) is an Investment Advisor Representative working at Simon Quick Advisors, LLC in New York, NY and has 1 year of experience in the finance industry.

22
Anders Velischek, financial advisor Morristown NJ
Anders P. Velischek
CRD#: 7251747
360 Mt. Kemble Ave, Morristown, NJ 07960

Anders Velischek (CRD# 7251747) is an Investment Advisor Representative working at Simon Quick Advisors, LLC in Morristown, NJ and has 1 year of experience in the finance industry.

23
Garrett Wells, financial advisor Morristown NJ
Garrett M. Wells
CRD#: 7448841
360 Mt. Kemble Ave, Morristown, NJ 07960

Garrett Wells (CRD# 7448841) is an Investment Advisor Representative working at Simon Quick Advisors, LLC in Morristown, NJ and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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