TrueAdvisor
TrueAdvisor
DH
DH

David Van Houten Hedley

Simon Quick Advisors, LLC
31 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Simon Quick Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
33 advisors
Number of Clients
803 clients
Average Client Portfolio
$8.4M average
Assets Under Management
$6.7B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$20,000

Location

360 Mt. Kemble Ave, Morristown, NJ, 07960

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Simon Quick Advisors, LLC
June 2021 - Present · 4 yrs 8 mos
Previous Registrations
Ernst & Young Capital Advisors, LLCBroker
July 2014 - October 2020 · 6 yrs 3 mos
Canaccord Genuity INC.Broker
April 2013 - July 2014 · 1 yr 3 mos
UBS Securities LLCBroker
September 2003 - December 2012 · 9 yrs 3 mos
Thomas Weisel Partners LLCBroker
April 2000 - June 2003 · 3 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1993 - April 2000 · 7 yrs 3 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.