Leslie Quick
Leslie Quick is a registered investment advisor at Simon Quick Advisors, LLC, based in Morristown, NJ, with 37 years of industry experience. Leslie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 6 more. Their firm serves 1,042 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Simon Quick Advisors charges an annual fee based on a percentage of your portfolio or a fixed fee, with a minimum annual fee of $20,000. Fees are negotiated based on the value of assets, account complexity, and other factors. Investment advisory fees are calculated based on the average daily balance and billed quarterly in arrears. Note that third-party independent managers or underlying private investment funds may charge separate, additional management fees and performance fees.
Location
360 Mount Kemble Avenue, Morristown, NJ, 07960
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Regulatory History (2)
Regulatory
June 2003Investigation
March 2003Employment History
Current Registrations
Simon Quick Advisors, LLC
Previous Registrations
Massey Quick Wealth Solutions LLC
Fis Securities, INC.Broker
Fleet Enterprises, INC.Broker
Bankboston Investor Services, INC.Broker
Fleet Enterprises, INC.Broker
Bankboston Investor Services, INC.Broker
Fis Securities, INC.Broker
Quick & Reilly, INC.Broker
Fleet Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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