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Simon Quick Advisors, LLC CRD 132330
$9.01B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
360 Mt. Kemble Ave, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
360 Mount Kemble Avenue, Morristown, NJ 07960 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Simon Quick Advisors, Llc | Morristown | NJ | 01/2015 | Present |
NEW YORK INSTITUTE OF FINANCE; NOT INVESTMENT RELATED; 330 HUDSON ST. 8TH FL NEW YORK, NY 10013; 2 DAYS PER QUARTER DEPENDING ON CLASS SCHEDULE; TEACH CLASSES IN HEDGE FUNDS, PORTFOLIO MANAGEMENT AND ALTERNATIVE INVESTMENTS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-05-04 |
| S65 | Uniform Investment Adviser Law Examination | 2011-08-31 |
| S66 | Uniform Combined State Law Examination | 2005-05-10 |
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