SIMON QUICK ADVISORS, LLC

MORRISTOWN, New Jersey·13 registered advisors·CRD# 132330
SEC# 801-633575973-525-1000
01

Firm Overview

AUM
$5.8B
Regulatory assets under management
Employees
83
Total firm employees
Advisors
13
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: THIRD PARTY MANAGED ASSET PROGRAM
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at SIMON QUICK ADVISORS, LLC

13 registered advisors
Christopher Brian Moore
MORRISTOWN, New Jersey
Dwight Bailey Massey
MORRISTOWN, New Jersey
James Frederick Manning
MORRISTOWN, New Jersey
John B Kemp Iii
MORRISTOWN, New Jersey
John Peter Simon
MORRISTOWN, New Jersey
Joseph Andrew Belfatto
MORRISTOWN, New Jersey
Leslie Charles Quick Iii
MORRISTOWN, New Jersey
Mark David Delotto
MORRISTOWN, New Jersey
Michael Thomas Oliveri
MORRISTOWN, New Jersey
Steven Henry Pisano
MORRISTOWN, New Jersey
Thomas Patrick Morr
MORRISTOWN, New Jersey
Wayne Yi
MORRISTOWN, New Jersey
William Edward Simon
MORRISTOWN, New Jersey
05

Office Locations

MORRISTOWN, New Jersey
13 advisors

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Data sourced from SEC Form ADV filings. SIMON QUICK ADVISORS, LLC (CRD# 132330) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.