BH
CFP
BH
CFP

Brian Douglas Hipwell

7 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
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
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Location

1270 Avenue of the Americas, Suite 420, New York, NY, 10020

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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.

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Employment History
Current Registrations
Simon Quick Advisors, LLC
April 2023 - Present · 2 yrs 10 mos
Previous Registrations
Thrive Wealth Management, LLC
April 2018 - April 2023 · 5 yrs
Santander Securities LLCBroker
July 2017 - October 2017 · 3 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.