Unclaimed Profile

Steven Henry Pisano

SIMON QUICK ADVISORS, LLC·MORRISTOWN, New Jersey

SIE, Series 7, Series 24, Series 66Clean record14 years registeredSIMON QUICK ADVISORS, LLC

360 MT. KEMBLE AVE, MORRISTOWN, NJ 07960CRD# 5245139Firm CRD# 132330

Profile Verification

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

Identity

Steven Henry Pisano · MORRISTOWN, NJ

Registration

CRD #5245139 · SIMON QUICK ADVISORS, LLC · 14 years registered

Brand Profile

Not yet started

Career History

SIMON QUICK ADVISORS, LLC

Aug 2016 – present

DYNASTY WEALTH MANAGEMENT, LLC

Apr 2016 – Jul 2016

NEW YORK, NY

HSBC SECURITIES (USA) INC.

Nov 2012 – Nov 2015

NEW YORK, NY

EAGLE STRATEGIES LLC

Jul 2012 – Nov 2012

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · July 19, 2012

Years registered · 14

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 Steven Henry Pisano offer?

Steven Henry Pisano specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MORRISTOWN, New Jersey for a consultation.

What are Steven Henry Pisano's credentials?

Steven Henry Pisano is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Henry Pisano located?

Steven Henry Pisano is based in MORRISTOWN, New Jersey, working with SIMON QUICK ADVISORS, LLC. Their office serves clients in the MORRISTOWN metropolitan area and surrounding communities.

How does Steven Henry Pisano charge for services?

Steven Henry Pisano'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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