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Christos Thomas

Simon Quick Advisors, LLC
14 Years of Experience
Morristown, NJ
5 Disclosures
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Christos Thomas is a registered investment advisor at Simon Quick Advisors, LLC, based in Morristown, NJ, with 14 years of industry experience. Christos 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.

Simon Quick Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
1,042 clients
Average Client Portfolio
$8.6M average
Assets Under Management
$9.0B

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$20,000

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.

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Location

360 Mount Kemble Avenue, Morristown, NJ, 07960

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History

Regulatory History (5)
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Judgment / Lien
June 2014
Judgment / Lien
September 2013
Judgment / Lien
July 2013
Judgment / Lien
August 2012
Judgment / Lien
October 2010
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Christos teaches classes in hedge funds, portfolio management, and alternative investments at the New York Institute of Finance. He spends minimal time on this activity, teaching about 2 days per quarter depending on the class schedule.

Employment History
Current Registrations
Simon Quick Advisors, LLC
March 2015 - Present · 11 yrs 7 mos
Previous Registrations
Lehman Brothers INC.
October 2005 - February 2008 · 2 yrs 4 mos
Banc of America Capital Management, LLC
May 2005 - October 2005 · 5 mos
State Registrations1 state
NJ
Advisor

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
No exam information available for this advisor.
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