Andrew Fraser Ferguson

CFP · ChFC

Simon Quick Advisors, LLC

42 Years of Experience

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

Las Vegas, NV

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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.

Employment History

Current Registrations

Simon Quick Advisors, LLC

June 2025 - Present · 8 mos

Previous Registrations

Proquility Private Wealth Partners, LLC

August 2020 - June 2025 · 4 yrs 10 mos

Merrill Lynch, Pierce, Fenner & Smith Incorporated

February 1990 - August 2020 · 30 yrs 6 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

August 1983 - August 2020 · 37 yrs

State Registrations2 states

NVTX

Advisor

Exams

No exam information available for this advisor.