Inactive

Thomas Patrick Morr

Simon Quick Advisors, LLC

CRD 6648464

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Employer firm

Simon Quick Advisors, LLC CRD 132330

$9.01B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Simon Quick Advisors, Llc

360 Mt. Kemble Ave, Morristown, NJ 07960 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-02-03
TX	RA	APPROVED	2019-01-07
LA	RA	APPROVED	2018-01-23

NY RA
APPROVED

Since 2021-02-03
TX RA
APPROVED

Since 2019-01-07
LA RA
APPROVED

Since 2018-01-23

Branch Locations

360 Mt. Kemble Ave, Morristown, NJ 07960 • United States

1270 Avenue Of The Americas Suite 420, New York, NY 10020 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Simon Quick Advisors, Llc	Morristown	NJ	08/2012	Present
Massey Quick Wealth Solutions Llc	Morristown	NJ	09/2016	10/2017

08/2012 → Present

Simon Quick Advisors, Llc

Morristown, NJ
09/2016 → 10/2017

Massey Quick Wealth Solutions Llc

Morristown, NJ

Previous Registrations

2016-10-04 → 2017-10-05

Leo Wealth, Llc

Edison, NJ

Designations

Certified Financial Planner

View on SEC IAPD

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Nearby Investors

Jason Phillip Beswick

Eric Lee Brubaker

FRANK Charles WARD

Nearby Offices

EDWARD JONES · MORRISTOWN, NJ

CIRCLE SQUARED ALTERNATIVE INVESTMENTS, LLC · MORRISTOWN, NJ

LPL FINANCIAL LLC · MORRISTOWN, NJ

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