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SIMON QUICK ADVISORS, LLC
SIMON QUICK ADVISORS, LLC
MORRISTOWN, New Jersey
·
8 registered advisors
·
CRD# 132330
SEC# 801-63357
5
973-525-1000
01
Firm Overview
AUM
$5.8B
Regulatory assets under management
Employees
83
Total firm employees
Advisors
8
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 Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at SIMON QUICK ADVISORS, LLC
8 registered advisors
Christopher Brian Moore
MORRISTOWN, New Jersey
CRD# 3266312
John B Kemp Iii
MORRISTOWN, New Jersey
CRD# 267451
John Peter Simon
MORRISTOWN, New Jersey
CRD# 824849
Joseph Andrew Belfatto
MORRISTOWN, New Jersey
CRD# 1298210
Leslie Charles Quick Iii
MORRISTOWN, New Jersey
CRD# 1079748
Michael Thomas Oliveri
MORRISTOWN, New Jersey
CRD# 6866228
Steven Henry Pisano
MORRISTOWN, New Jersey
CRD# 5245139
Thomas Patrick Morr
MORRISTOWN, New Jersey
CRD# 6648464
05
Office Locations
MORRISTOWN, New Jersey
8 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
.