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Thomas Patrick Morr

SIMON QUICK ADVISORS, LLC·MORRISTOWN, New Jersey
Clean record10 years registeredSIMON QUICK ADVISORS, LLC
360 MT. KEMBLE AVE, MORRISTOWN, NJ 07960CRD# 6648464Firm CRD# 132330

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Patrick Morr · MORRISTOWN, NJ
Registration
CRD #6648464 · SIMON QUICK ADVISORS, LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

May 2016present
Oct 2016Oct 2017
MORRISTOWN, NJ
02

Registrations & Exams

Registration record
First registered · May 24, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SIMON QUICK ADVISORS, LLC
CRD 132330 · SEC 801-63357
AUM
$5.8B
Regulatory assets under management
Employees
83
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
Introduction

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05

Frequently Asked Questions

What services does Thomas Patrick Morr offer?
Thomas Patrick Morr specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MORRISTOWN, New Jersey for a consultation.
What are Thomas Patrick Morr's credentials?
Thomas Patrick Morr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Patrick Morr located?
Thomas Patrick Morr 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 Thomas Patrick Morr charge for services?
Thomas Patrick Morr'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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