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Christos John Thomas

Simon Quick Advisors, LLC
13 Years of Experience
5 Disclosures
View SEC Summary
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

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 · 10 yrs 11 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
Exams
No exam information available for this advisor.