Anthony J Santoro

Simon Quick Advisors, LLC

6 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

360 Mt. Kemble Ave, Morristown, NJ, 07960

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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

August 2022 - Present · 3 yrs 6 mos

Previous Registrations

Arista Wealth Advisors, LTD

May 2021 - August 2022 · 1 yr 3 mos

Northwestern Mutual Investment Services,llc

October 2016 - August 2018 · 1 yr 10 mos

Northwestern Mutual Investment Services, LLCBroker

June 2016 - August 2018 · 2 yrs 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.