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Garrett M Wells

Simon Quick Advisors, LLC

New York, NY

Morristown, NJ

CRD 7448841

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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
NY RA APPROVED 2021-10-01
  • NY RA
    APPROVED
    Since 2021-10-01

Branch Locations

1270 Avenue Of The Americas Suite 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
OrganizationCityStateFromTo
Full Time Student Hoboken NJ 07/2013 05/2017
First Derivatives New York NY 06/2017 11/2017
Simon Quick Advisors, Llc Morristown NJ 12/2017 Present
  • 07/2013 → 05/2017
    Full Time Student
    Hoboken, NJ
  • 06/2017 → 11/2017
    First Derivatives
    New York, NY
  • 12/2017 → Present
    Simon Quick Advisors, Llc
    Morristown, NJ
Designations
  • Certified Financial Planner

View on SEC IAPD

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