Financial ADVSR advisor directory · SEC adviser records
Simon Quick Advisors, LLC financial advisors in New Jersey
Every SEC-registered investment adviser representative at a Simon Quick Advisors, LLC office in New Jersey, by city and A to Z.
20 registered advisors work at Simon Quick Advisors, LLC in New Jersey, out of 35 nationwide; it's the firm's number 1 state by advisors, and the most are in Morristown (20). 13 list the CFP designation and 0 are also registered broker representatives.
Simon Quick Advisors, LLC advisors by city in New Jersey
Every firm in New Jersey →Simon Quick Advisors, LLC advisors in New Jersey, A to Z
Search by name →- Joseph A. Belfatto Jr.Morristown
- Christopher S. BromleyMorristown · Certified Financial Planner
- William F. CongerMorristown
- Jacob C. DempseyMorristown · Certified Financial Planner
- Connor N. DonovanMorristown · Certified Financial Planner
- Andrew F. Ferguson Sr.Morristown · Certified Financial Planner, Chartered Financial Consultant
- David V. HedleyMorristown
- William B. LalorMorristown · Certified Financial Planner
- Jack R. MahoneyMorristown · Certified Financial Planner
- Lisa A. ManzolilloMorristown · Certified Financial Planner
- Larissa A. MehlfelderMorristown · Certified Financial Planner
- Ryan P. MoffettMorristown · Certified Financial Planner
- Patrick J. MurphyMorristown · Certified Financial Planner
- Steven H. PisanoMorristown
- Leslie C. Quick III IIIMorristown
- John P. SimonMorristown
- Adam J. TalmadgeMorristown · Certified Financial Planner
- Thomas C. TryninMorristown
- Anders P. VelischekMorristown · Certified Financial Planner
- Daniel B. WeitzMorristown · Certified Financial Planner
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Questions
How many Simon Quick Advisors, LLC financial advisors are in New Jersey?
20 investment adviser representatives are registered at Simon Quick Advisors, LLC offices in New Jersey, according to the SEC's Investment Adviser Public Disclosure records, out of 35 at the firm nationwide. 13 list the CFP designation and 0 are also registered as broker representatives.
Where in New Jersey does Simon Quick Advisors, LLC have the most advisors?
Morristown, with 20. Simon Quick Advisors, LLC has advisors in 1 city in New Jersey.
How do I check a Simon Quick Advisors, LLC advisor in New Jersey?
Each advisor below 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. Advisors are listed at the city of the Simon Quick Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.