Financial ADVSR advisor directory · SEC adviser records
Simon Quick Advisors, LLC financial advisors in Morristown, NJ
Every SEC-registered investment adviser representative at a Simon Quick Advisors, LLC office in Morristown, A to Z.
20 registered advisors work at Simon Quick Advisors, LLC in Morristown, out of 35 at the firm nationwide; it ranks number 10 in the city by advisors. 13 list the CFP designation and 0 are also registered broker representatives.
Simon Quick Advisors, LLC advisors in Morristown, A to Z
Every Simon Quick Advisors, LLC advisor →- Joseph A. Belfatto Jr.Investment adviser rep
- Christopher S. BromleyCertified Financial Planner
- William F. CongerInvestment adviser rep
- Jacob C. DempseyCertified Financial Planner
- Connor N. DonovanCertified Financial Planner
- Andrew F. Ferguson Sr.Certified Financial Planner, Chartered Financial Consultant
- David V. HedleyInvestment adviser rep
- William B. LalorCertified Financial Planner
- Jack R. MahoneyCertified Financial Planner
- Lisa A. ManzolilloCertified Financial Planner
- Larissa A. MehlfelderCertified Financial Planner
- Ryan P. MoffettCertified Financial Planner
- Patrick J. MurphyCertified Financial Planner
- Steven H. PisanoInvestment adviser rep
- Leslie C. Quick III IIIInvestment adviser rep
- John P. SimonInvestment adviser rep
- Adam J. TalmadgeCertified Financial Planner
- Thomas C. TryninInvestment adviser rep
- Anders P. VelischekCertified Financial Planner
- Daniel B. WeitzCertified Financial Planner
Simon Quick Advisors, LLC advisors in every city and state →Simon Quick Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Simon Quick Advisors, LLC advisors in other cities
New York, NY 9Dallas, TX 3Coppell, TX 1Denver, CO 1Las Vegas, NV 1
Other firms in Morristown
All Morristown advisors →Private Advisor Group, LLC 368Morgan Stanley 243Goldman Sachs Wealth Services, L.P. 72Equitable Advisors, LLC 43Stifel, Nicolaus & Company, Incorporated 35Strategic Advisers LLC 30Beacon Trust 28Corient 27Raymond James Financial Services Advisors, Inc. 22J.P. Morgan Securities LLC 15LPL Financial LLC 14Charles Schwab & Co., Inc. 13
Questions
How many financial advisors does Simon Quick Advisors, LLC have in Morristown?
20 investment adviser representatives are registered at Simon Quick Advisors, LLC offices in Morristown, New Jersey, according to the SEC's Investment Adviser Public Disclosure records, out of 35 nationwide. 13 list the CFP designation and 0 are also registered as broker representatives.
Is Simon Quick Advisors, LLC one of the largest advisor employers in Morristown?
Simon Quick Advisors, LLC ranks number 10 in Morristown by registered advisors; Private Advisor Group, LLC has the most, with 368.
How do I check a Simon Quick Advisors, LLC advisor in Morristown?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.