Financial ADVSR advisor directory · SEC adviser records
Simon Quick Advisors, LLC financial advisors
Every SEC-registered investment adviser representative at Simon Quick Advisors, LLC, by the state and city of the office they work from.
35 registered advisors work at Simon Quick Advisors, LLC, in 5 states and 6 cities; the most are in Morristown, NJ (20). 23 list the CFP designation and 0 are also registered broker representatives.
Search every Simon Quick Advisors, LLC advisor by name →Who joined and left Simon Quick Advisors, LLC →Simon Quick Advisors, LLC: assets, clients and custodians →
Cities with the most Simon Quick Advisors, LLC advisors
Morristown, NJ 20New York, NY 9Dallas, TX 3Coppell, TX 1Denver, CO 1Las Vegas, NV 1
Simon Quick Advisors, LLC advisors by state
Questions
How many financial advisors does Simon Quick Advisors, LLC have?
35 investment adviser representatives are registered with Simon Quick Advisors, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 5 states and 6 cities. 23 list the CFP designation and 0 are also registered as broker representatives.
Where does Simon Quick Advisors, LLC have the most advisors?
Morristown, NJ, with 20 registered advisors, then New York, NY (9). By state, New Jersey has the most, with 20.
How do I find a Simon Quick Advisors, LLC financial advisor near me?
Pick your state below, then your city, to see every Simon Quick Advisors, LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Simon Quick Advisors, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →