Mcclain Hunt Bishop

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

• 03/2018 → 02/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 10/2016 → 03/2018
  Mimeo
  New York, NY
• 06/2018 → 02/2025
  Bank Of America, N.A.
  New York, NY
• 08/2016 → 10/2016
  Unemployment
  Indianapolis, IN
• 02/2025 → Present
  Simon Quick Advisors, Llc
  Morristown, NJ

Previous Registrations

• 2018-08-08 → 2025-02-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY

Other Businesses

HGC Investments, LLC Investment-related Address: 1503 Washington Street, Columbus IN, 47201 Nature of the other business- holding company for investments Position title- a member with minority ownership (10%), no management role Start date of your relationship- 1/25/2011 Approximate number of hours / month devoted - 0 Number of hours devote during securities trading hours - 0 Duties relating to the LLC- I am a 10% minority partner of the holding company for investments. Entity Type: Entity Charitable, Name of OBA: R and H H Foundation, Address: Columbus, Indiana 47201, Investment Related: Y, Position, Title, Association: Other, Employee Start Date: 09/30/2019, No Hours: 4, No Hours during trading: 4, Duties: Added as an authorized individual at Fidelity to assist communications between the directors, Robert and Helen Haddad and Fidelity. Discussed with Robert and Helen moving it over to Merrill. They agreed it made sense within 1-3 months.

Exams

• S66 Uniform Combined State Law Examination
  2018-08-07

Other Names

• Mcclain Bishop