Leslie Charles Quick Iii

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

• 09/2004 → Present
  Simon Quick Advisors, Llc
  Morristown, NJ
• 05/2005 → Present
  Tradeking
  Boca Raton, FL
• 09/2016 → 10/2017
  Massey Quick Wealth Solutions
  Morristown, NJ

Previous Registrations

• 2016-10-13 → 2017-10-05
  Leo Wealth, Llc
  Edison, NJ

Exams

• S63 Uniform Securities Agent State Law Examination
  1982-05-11

Other Names

• Leslie Charles Shaw
• Leslie Charles (Iii) Quick
• Leslie Shaw
• (Iii) Leslie Charles Quick
• Leslie Charles Quick