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Chief Compliance Officer · Simon Quick Advisors, LLC

Steven H. Pisano

CRD 5245139 · Named on Form ADV at one SEC-registered adviser

At a glance

Simon Quick Advisors, LLC, an SEC-registered wealth manager based in Morristown, NJ with $9.0 billion in regulatory assets, lists Steven H. Pisano on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Steven’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

1 more person named with Steven on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Steven’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.