SIMON QUICK ADVISORS, LLC

CRD

132330

SEC file #

801-63357

EIN

141909645

DBA names

—

Economics

AUM

$9.01B

AUM band

$1B+

AUM trajectory

'20 · $2.98B

'21 · $3.40B

'22 · $3.86B

'23 · $4.58B

'25 · $7.07B

'26 · $9.01B

'20'26

$2.98B → $9.01B▲ +203%

sec adv history

Client mix

Individuals High Net Worth	666
Individuals Other	328
Charitable Organizations	28
Pension Profit Sharing Plans	6
Insurance Companies	6

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 17 advisors

'21 · 21 advisors

'22 · 23 advisors

'23 · 23 advisors

'25 · 57 advisors

'26 · 77 advisors

'20'26

17 advisors → 77 advisors▲ +353%

sec adv history

Primary office

MORRISTOWN NJ

Branches

—

Custodian & Brokerage

Primary custodian

Fidelitylow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses

Fee basis

% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing

03/18/2026

instagram.com/simonquickadvisors(social)

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

MOORE, CHRISTOPHER, BRIAN

Top Owner Pct

17.5

Top Owner Entity Kind

Owner Count

Control Persons

MOORE, CHRISTOPHER, BRIAN

DELOTTO, MARK, DAVID

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

social_url_excluded:instagram.com

rdap

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Form 5500 Plan Count

Form 5500 Total Compensation

87,358

Form 5500 Compensation Trajectory 3y

2026	63,099
2025	24,259

Form 5500 Plan Count Trajectory 3y

2025	1
2026	1

Schedule C Total Compensation

87,358

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001692038

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2017-01-24

Edgar Last Filing Date

2026-05-06

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-06

Accession0001692038-26-000003

Edgar Former Names

MASSEY QUICK SIMON & CO., LLC

Massey, Quick & Co., LLC

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Fidelity	20
Charles Schwab	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

360 MOUNT KEMBLE AVEMORRISTOWN, NJ 07960

Business

360 MOUNT KEMBLE AVEMORRISTOWN, NJ 07960

Edgar EIN

141909645

Edgar Recent Filings

13F-HR2026-05-06 · 0001692038-26-000003

13F-HR2026-01-29 · 0001692038-26-000001

Firm Has Custody

Yes

Mailing Office Differs

Top Owner CRD

3266312

Trust Company Affiliate

Yes

MOORE, CHRISTOPHER, BRIAN

People (44)

IAR · Direct Owner · 17.5%

Morr, Thomas, Patrick

IAR · Direct Owner · 7.5%

6648464

BELFATTO, JOSEPH, ANDREW

IAR · Direct Owner · 7.5%

1298210

PISANO, STEVEN, HENRY

IAR · Executive Officer · 2.5%

5245139

SORRENTINO, THOMAS, NICHOLAS

Executive Officer · 2.5%

8097095

YI, WAYNE

Executive Officer · 2.5%

CONNOR NELSON DONOVAN

7337086

LARISSA ANNE MEHLFELDER

Brannon Jeffrey Fisher

KRISTIN MCCAMISH BELL

JAMES VINCENT MCGURREN

NATHAN WESLEY OHLINGER

WILLIAM FLEMING CONGER

839778

WILLIAM BERNARD LALOR

LESLIE CHARLES QUICK III

1079748

Christopher S Bromley

Andrew FRASER Ferguson