firm profile
Simon Quick Advisors, LLC
Overview
Simon Quick Advisors, LLC is an SEC registered investment adviser based in Morristown, NJ, registered since 2004. It reports $9B in assets under management across 3,057 accounts, with 97 employees. It has 40 investment adviser representatives.
- Reported AUM
- $9B
- Discretionary
- 93%
- Accounts
- 3,057
- Average account
- $2.9M
- Employees
- 97
- Advisory reps
- 40
- Registered since
- 2004
- Jurisdictions
- 17
As reported in the firm's July 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets
Executive officers 3 of 7
- Christopher Brian Moore Managing Partner, Chief Investment Officer CRD 3266312
- Joseph Andrew Belfatto Jr Managing Partner CRD 1298210
- Thomas Patrick Morr Managing Partner CRD 6648464
4 more executive officers, with direct contact details
Advisory reps 3 of 40
- Joseph Andrew Belfatto Jr. Investment Adviser Rep CRD 1298210
- Kristin Mccamish Bell Investment Adviser Rep CRD 3162797
- Mcclain Hunt Bishop Insurance Agent · Investment Adviser Rep CRD 6924382
37 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 360 Mount Kemble Ave
Morristown, NJ 07960 - County
- Morris
- Metro area
- New York-Newark-Jersey City, NY-NJ-PA
- Region
- Northeast
Registrations
- SEC registered
- Registered in 17 jurisdictions
- Website: simonquickadvisors.com
Every state, with registration dates
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- Washington Crossing Advisors LLCMorristown, NJ$2B AUM
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