Investment adviser representative · Simon Quick Advisors, LLC
Leslie C. Quick III III
CRD 1079748 · Morristown, NJ
At a glance
Leslie C. Quick III III is an investment adviser representative with Simon Quick Advisors, LLC in Morristown, NJ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Leslie’s SEC record dates to 2013, about 13 years ago.
Current advisory firm
- Simon Quick Advisors, LLCSince April 2013Morristown, NJ · $9.0B in regulatory assets
SEC adviser record
- Registered since
- 2013 (13 years)
- Designations
- None on file
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Leslie’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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- William F. CongerMorristown
- Connor N. DonovanMorristown · Certified Financial Planner
- David V. HedleyMorristown
- Brian D. HipwellMorristown · Certified Financial Planner
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