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Adam Jordan Talmadge

Simon Quick Advisors, LLC

Morristown, NJ

CRD 8167204

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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

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-11-05
  • NJ RA
    APPROVED
    Since 2025-11-05

Branch Locations

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
OrganizationCityStateFromTo
Simon Quick Advisors, Llc Morristown NJ 12/2019 Present
Full Time University Student Olean NY 08/2014 05/2019
Unemployed Rochester NY 05/2019 12/2019
  • 12/2019 → Present
    Simon Quick Advisors, Llc
    Morristown, NJ
  • 08/2014 → 05/2019
    Full Time University Student
    Olean, NY
  • 05/2019 → 12/2019
    Unemployed
    Rochester, NY
Designations
  • Certified Financial Planner

View on SEC IAPD

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EDWARD JONES · MORRISTOWN, NJ
CIRCLE SQUARED ALTERNATIVE INVESTMENTS, LLC · MORRISTOWN, NJ
LPL FINANCIAL LLC · MORRISTOWN, NJ

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