# SIMON QUICK ADVISORS, LLC

SIMON QUICK ADVISORS, LLC of MORRISTOWN, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 132330
- Type: SEC-registered investment adviser
- SEC file number: 801-63357
- Location: 360 MT. KEMBLE AVE, MORRISTOWN, NJ, 07960
- Phone: 973-525-1000
- Latest filing: 2026-07-28
- Regulatory AUM: $9.0B
- Discretionary AUM: $8.4B
- Non-discretionary AUM: $615.7M
- Clients: 97
- Accounts: 3,057

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Investment cos

## Officers, owners & control persons (27)

_Showing 25 of 27 people._

| Name | Role | Location |
| --- | --- | --- |
| Leslie Charles Quick Iii | FOUNDING PARTNER | — |
| Joseph Andrew Belfatto | MANAGING PARTNER | — |
| Mark David Delotto | PARTNER | — |
| Christopher Brian Moore | MANAGING PARTNER | — |
| William Edward Simon | OWNER | — |
| John Peter Simon | OWNER | — |
| Steven Henry Pisano | CHIEF COMPLIANCE OFFICER | — |
| Wayne Yi | PARTNER, CHIEF INVESTMENT OFFICER | — |
| Thomas Patrick Morr | MANAGING PARTNER | — |
| Thomas Nicholas Sorrentino | CHIEF FINANCIAL OFFICER | — |
| Michael Thomas Oliveri | CHIEF FINANCIAL OFFICER | — |
| MASSEY STEWART RICHARD | CEO; FOUNDING PARTNER | — |
| QUICK LESLIE CHARLES | CHIEF COMPLIANCE OFFICER; FOUNDING PARTNER; MANAGING PARTNER (+1 more) | — |
| MASSEY DWIGHT BAILEY | FOUNDING PARTNER; PARTNER EMERITUS | — |
| SCULLY MICHAEL | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | — |
| SUPPER WILLIAM JOSEPH | DIRECTOR - FINANCIAL PLANNING | — |
| BELFATTO JOSEPH ANDREW | MANAGING PARTNER; PARTNER | — |
| KEMP III JOHN B | PARTNER | — |
| DELOTTO MARK DAVID | MANAGING PARTNER, CHIEF OPERATING OFFICER; PARTNER; PARTNER, CHIEF OPERATING OFFICER|CHIEF COMPLIANCE OFFICER | — |
| MOORE CHRISTOPHER BRIAN | MANAGING PARTNER; MANAGING PARTNER, CHIEF INVESTMENT OFFICER; PARTNER (+1 more) | — |
| PISANO STEVEN HENRY | CHIEF COMPLIANCE OFFICER | — |
| SIMON WILLIAM EDWARD | OWNER | — |
| SIMON JOHN PETER | OWNER | — |
| OLIVERI MICHAEL THOMAS | CHIEF FINANCIAL OFFICER | — |
| MANNING JAMES FREDERICK | TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/132330/brochure
- Similar advisers: https://search.stillhousedata.com/firm/132330/similar
- Related entities: https://search.stillhousedata.com/firm/132330/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/132330

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.