Unclaimed Profile

Michael Thomas Oliveri

SIMON QUICK ADVISORS, LLC·MORRISTOWN, New Jersey

Clean record8 years registeredSIMON QUICK ADVISORS, LLC

360 MT. KEMBLE AVE, MORRISTOWN, NJ 07960CRD# 6866228Firm CRD# 132330

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Thomas Oliveri · MORRISTOWN, NJ

Registration

CRD #6866228 · SIMON QUICK ADVISORS, LLC · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SIMON QUICK ADVISORS, LLC

SIMON QUICK ADVISORS, LLC

Oct 2017 – Nov 2025

MORRISTOWN, NJ

Registrations & Exams

Registration record

First registered · October 23, 2017

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SIMON QUICK ADVISORS, LLC

CRD 132330 · SEC 801-63357

AUM

$5.8B

Regulatory assets under management

Employees

2,900 client accounts

Services offered by SIMON QUICK ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at SIMON QUICK ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Thomas Oliveri offer?

Michael Thomas Oliveri specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Michael Thomas Oliveri's credentials?

Michael Thomas Oliveri is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Thomas Oliveri located?

Michael Thomas Oliveri is based in MORRISTOWN, New Jersey, last registered with SIMON QUICK ADVISORS, LLC.

How does Michael Thomas Oliveri charge for services?

Michael Thomas Oliveri's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party managed asset program. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SIMON QUICK ADVISORS, LLC?

SIMON QUICK ADVISORS, LLC has approximately 83 employees and manages $5.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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