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Financial ADVSR advisor directory · SEC adviser records

Simon Quick Advisors, LLC financial advisors in Dallas, TX

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

3 registered advisors work at Simon Quick Advisors, LLC in Dallas, out of 37 at the firm nationwide; it ranks number 179 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

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

Every Simon Quick Advisors, LLC advisor →

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

Morristown, NJ 23New York, NY 7Las Vegas, NV 2Coppell, TX 1Denver, CO 1

Other firms in Dallas

All Dallas advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 260Morgan Stanley 239J.P. Morgan Securities LLC 213UBS Financial Services Inc. 145Strategic Advisers LLC 107Cetera Investment Advisers LLC 99Goldman Sachs Wealth Services, L.P. 95Rockefeller Financial LLC 88Wells Fargo Clearing Services, LLC 87LPL Financial LLC 81Hilltop Securities Inc. 73Momentum Independent Network Inc. 71

Questions

How many financial advisors does Simon Quick Advisors, LLC have in Dallas?

3 investment adviser representatives are registered at Simon Quick Advisors, LLC offices in Dallas, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 37 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Simon Quick Advisors, LLC one of the largest advisor employers in Dallas?

Simon Quick Advisors, LLC ranks number 179 in Dallas by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 260.

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

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.