Simon Quick Advisors, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

132330

SEC number

801-63357

Firm type

RIA

Assets under management

$9.0B as of Mar 18, 2026

Website

www.instagram.com/simonquickadvisors ↗

Phone

973-525-1000

Address

360 Mt. Kemble Ave, Morristown, NJ, 07960

Advisors at this firm

41 in our index · page 1 of 1

• Joseph Andrew BelfattoCRD 1298210 · Morristown, NJ
  IA Registered
• Kristin Mccamish BellCRD 3162797 · Chattanooga, TN
  IA Registered
• Mcclain Hunt BishopCRD 6924382 · New York, NY
  IA RegisteredRegistration inactive
• Christopher S BromleyCRD 7221185 · Morristown, NJ
  IA Registered
• William Fleming CongerCRD 839778 · Morristown, NJ
  IA Registered
• Ryan Paul CaseyCRD 7313352 · Morristown, NJ
  IA RegisteredRegistration inactive
• Connor Nelson DonovanCRD 7337086 · Morristown, NJ
  IA Registered
• Jacob C DempseyCRD 8187307 · New York, NY
  IA Registered
• Andrew Fraser FergusonCRD 1172068 · Las Vegas, NV
  IA RegisteredRegistration inactive
• Brannon Jeffrey FisherCRD 6877191 · Denver, CO
  IA Registered
• David Van Houten III HedleyCRD 2164034 · Morristown, NJ
  IA RegisteredRegistration inactive
• Brian Douglas HipwellCRD 6823352 · New York, NY
  IA RegisteredRegistration inactive
• William Bernard LalorCRD 5153797 · Morristown, NJ
  IA Registered
• Arthur Neal LanghausCRD 1971873 · New York, NY
  IA Registered
• Jack R MahoneyCRD 6151664 · Morristown, NJ
  IA RegisteredRegistration inactive
• Lisa Ann ManzolilloCRD 4282709 · Morristown, NJ
  IA RegisteredRegistration inactive
• Sydney M McgrewCRD 7143559 · New York, NY
  IA Registered
• James Vincent McgurrenCRD 4646520 · New York, NY
  IA Registered
• Larissa Anne MehlfelderCRD 5382035 · Morristown, NJ
  IA Registered
• Ryan Patrick MoffettCRD 4677906 · Dallas, TX
  IA Registered
• Christopher Brian MooreCRD 3266312 · Morristown, NJ
  IA Registered
• Jenna Mary MorrCRD 5948157 · New York, NY
  IA Registered
• Jordan MalyCRD 6702281 · Denver, CO
  IA RegisteredRegistration inactive
• Thomas Patrick MorrCRD 6648464 · New York, NY
  IA Registered
• Patrick J MurphyCRD 4832058 · Morristown, NJ
  IA RegisteredRegistration inactive
• Nathan Wesley OhlingerCRD 5006349 · Coppell, TX
  IA Registered
• Steven Henry PisanoCRD 5245139 · Morristown, NJ
  IA RegisteredRegistration inactive
• Leslie Charles Quick IIICRD 1079748 · Morristown, NJ
  IA Registered
  Disclosure event(s) on record
• John Peter SimonCRD 824849 · Morristown, NJ
  IA Registered
• Anthony J SantoroCRD 6579198 · Morristown, NJ
  IA RegisteredRegistration inactive
• Erin Leigh SlocumCRD 7545239 · New York, NY
  IA Registered
• Christos John ThomasCRD 2097842 · Morristown, NJ
  IA Registered
  Disclosure event(s) on record
• Thomas C TryninCRD 1520461 · Morristown, NJ
  IA Registered
• Adam Jordan TalmadgeCRD 8167204 · Morristown, NJ
  IA Registered
• Shei UngerCRD 3078906 · Dallas, TX
  IA RegisteredRegistration inactive
• Anders Paul VelischekCRD 7251747 · Morristown, NJ
  IA Registered
• Daniel Brian WeitzCRD 5378535 · Morristown, NJ
  IA Registered
• Garrett M WellsCRD 7448841 · New York, NY
  IA Registered
• Patricia Ann YeagerCRD 2722606 · Las Vegas, NV
  IA RegisteredRegistration inactive
• Maritza Chow YoungCRD 4395406 · New York, NY
  IA Registered
• Christian YossCRD 1987314 · Dallas, TX
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.