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Financial ADVSR advisor directory · SEC adviser records

Simon Quick Advisors, LLC financial advisors in Texas

Every SEC-registered investment adviser representative at a Simon Quick Advisors, LLC office in Texas, by city and A to Z.

4 registered advisors work at Simon Quick Advisors, LLC in Texas, out of 35 nationwide; it's the firm's number 3 state by advisors, and the most are in Dallas (3). 3 list the CFP designation and 0 are also registered broker representatives.

Simon Quick Advisors, LLC advisors by city in Texas

Every firm in Texas →

Dallas 3Coppell 1

Simon Quick Advisors, LLC advisors in Texas, A to Z

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Simon Quick Advisors, LLC advisors in every state →Simon Quick Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Simon Quick Advisors, LLC in other states

New Jersey 20New York 9

Questions

How many Simon Quick Advisors, LLC financial advisors are in Texas?

4 investment adviser representatives are registered at Simon Quick Advisors, LLC offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 35 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Where in Texas does Simon Quick Advisors, LLC have the most advisors?

Dallas, with 3, then Coppell (1). Simon Quick Advisors, LLC has advisors in 2 cities in Texas.

How do I check a Simon Quick Advisors, LLC advisor in Texas?

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.