Massey Quick Simon & Co LLC
Legal Name: MASSEY QUICK SIMON & CO., LLC
Full Contact Details
Massey Quick Simon & Co LLC
360 MT. KEMBLE AVE, MORRISTOWN, NJ
973-525-1000
973-525-1100
Other Info
Massey Quick Simon & Co LLC, a NJ Limited Liability Company, boasts a team of 53 employees, including 17 advisors. While the number of clients served is unknown, the firm's SEC status is Approved, with a registration date spanning back to July 16, 2004.
Simon Quick Advisors — Simon Quick Advisors
We offer holistic financial planning solutions for affluent families, business owners and executives.
Direct Owners
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CHRISTOPHER BRIAN MOORE
PARTNER, CHIEF INVESTMENT OFFICER owns less than 5%
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JOSEPH ANDREW BELFATTO
PARTNER owns more than 10% but less than 25%
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LESLIE CHARLES QUICK III
FOUNDING PARTNER owns more than 10% but less than 25%
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MARK DAVID DELOTTO
PARTNER, CHIEF OPERATING OFFICER|CHIEF COMPLIANCE OFFICER owns less than 5%
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MICHAEL THOMAS OLIVERI
CHIEF FINANCIAL OFFICER owns less than 5%
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QIII FAMILY ENTERPRISES LLC
SHAREHOLDER owns more than 10% but less than 25%
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WILLIAM E SIMON & SONS, LLC
SHAREHOLDER owns more than 10% but less than 25%
Indirect Owners
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JOHN PETER SIMON
OWNER owns more than 50% but less than 75%
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LESLIE C. QUICK, III DESCENDANTS TRUST UNDER AGREEMENT DATED MARCH 11, 1993
OWNER owns more than 25% but less than 50%
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WILLIAM EDWARD SIMON
OWNER owns more than 50% but less than 75%
Custodians
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CHARLES SCHWAB
United States -
CHARLES SCHWAB & CO., INC.
United States -
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC.
United States -
PERSHING ADVISOR SOLUTIONS LLC
United States -
WINTRUST FUNDS GROUP, NORTHBROOK BANK & TRUST
United States
Firms Located Nearby
News
- Discover the Shifting Sands of Investment: A Deep Dive into Simon Quick Advisors' Strategy Evolution
- Simon Quick Advisors, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison
- Simon Quick Advisors, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
- Simon Quick Advisors Q3 vs. Q4 2022: The Truth Behind the Fund Holdings Shift