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William Edward Simon

SIMON QUICK ADVISORS, LLC·MORRISTOWN, New Jersey
Unclaimed Profile
360 MT. KEMBLE AVE, MORRISTOWN, NJ 07960CRD# 2028830Firm CRD# 132330
01

About

William Edward Simon is a registered financial advisor based in MORRISTOWN, New Jersey, affiliated with SIMON QUICK ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
SIMON QUICK ADVISORS, LLC
SIMON QUICK ADVISORS, LLC
AUM
$5.8B
Regulatory assets under management
Employees
83
Total firm employees
View all advisors at SIMON QUICK ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: THIRD PARTY MANAGED ASSET PROGRAM
Regulatory
SEC/IARD CRD# 2028830
Firm CRD# 132330
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

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