Unclaimed Profile

William Edward Simon

SIMON QUICK ADVISORS, LLC·MORRISTOWN, New Jersey

Clean recordSIMON QUICK ADVISORS, LLC

360 MT. KEMBLE AVE, MORRISTOWN, NJ 07960CRD# 2028830Firm CRD# 132330

Profile Verification

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

Identity

William Edward Simon · MORRISTOWN, NJ

Registration

CRD #2028830 · SIMON QUICK ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SIMON QUICK ADVISORS, LLC

AUM

$5.8B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: THIRD PARTY MANAGED ASSET PROGRAM

Regulatory

SEC/IARD CRD# 2028830

Firm CRD# 132330

View on FINRA BrokerCheck →

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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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