Inactive

Sydney M Mcgrew

Simon Quick Advisors, LLC

CRD 7143559

Claim This Profile

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	2025-10-08

NY RA
APPROVED

Since 2025-10-08

Branch Locations

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

360 Mt. Kemble Ave, Morristown, NJ 07960 • 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	New York	NY	05/2022	Present
Wilmington Trust	New York	NY	08/2020	05/2022
Full Time Student	Atlanta	GA	08/2015	08/2020

05/2022 → Present

Simon Quick Advisors, Llc

New York, NY
08/2020 → 05/2022

Wilmington Trust

New York, NY
08/2015 → 08/2020

Full Time Student

Atlanta, GA

Designations

Certified Financial Planner

View on SEC IAPD

Nearby Firms

ISLET MANAGEMENT, LP

P2 CAPITAL PARTNERS, LLC

KINYAN CAPITAL MANAGEMENT LLC

Nearby Investors

STEVEN MARC MUEHLGAY

STEPHANIE LYNN FAGENSON

Nearby Offices

ISLET MANAGEMENT, LP · NEW YORK, NY

P2 CAPITAL PARTNERS, LLC · NEW YORK, NY

KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

More in New York, NY

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor