Brian Douglas Hipwell

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

• 06/2017 → 10/2017
  Santander Bank Na
  Boston, MA
• 06/2017 → 10/2017
  Santander Securities, Llc
  Dorchester, MA
• 08/2014 → 06/2017
  Bucknell University
  Lewisburg, PA
• 11/2017 → 03/2023
  Thrive Wealth Management, Llc
  Audubon, PA
• 03/2023 → Present
  Simon Quick Advisors, Llc
  New York, NY

Previous Registrations

• 2018-04-06 → 2023-04-06
  Thrive Wealth Management, Llc
  Audubon, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-04-06
• S63 Uniform Securities Agent State Law Examination
  2017-08-09

Designations

• Certified Financial Planner

Other Names

• Brian Hipwell