William Fleming Conger

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2008 → 04/2022
  Red Hook Management
  Morristown, NJ
• 04/2022 → Present
  Simon Quick Advisors, Llc
  Morristown, NJ

Previous Registrations

• 2008-10-13 → 2022-06-10
  Red Hook Management
  Morristown, NJ
• 2002-05-10 → 2008-09-12
  Rbc Capital Markets, Llc
  Florham Park, NJ
  Florham Park, NJ

Other Businesses

CHAIRMAN OF RAPTOR TRUST 1390 WHITE BRIDGE ROAD, MILLINGTON, NJ 07946 MR. CONGER DOES NOT HAVE A VOTE ON INVESTMENT DECISIONS. WILL DEVOTE 4 HOURS PER MONTH 0 HRS DURING TRADING HRS. NON INVESTMENT RELATED.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-05-07
• S63 Uniform Securities Agent State Law Examination
  1998-03-05

Other Names

• Bill Conger
• William Fleming Conger