Kyle
Ferrare

Simon Quick Advisors, LLC

CRD#6140228
Investment Advisor
in Denver, CO

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About this Advisor

Kyle Ferrare is a certified financial planner who works in Denver, Colorado with 11 years of industry experience. Ferrare is on the advisory team at Simon Quick Advisors, LLC. They have spent the entirety of their employment at Simon Quick Advisors, Llc. Ferrare is approved to serve investors in Colorado and New Jersey. Simon Quick Advisors, LLC is an advisory firm operating out of Morristown, NJ. The investment advisory business has offices in five locations and a total of 75 people on staff. It administers $5 billion in assets under management among its 4,811 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 24 charitable organizations. Of its 4,811 accounts, 62% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Simon Quick Advisors, LLC provides a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors vary depending on the financial services offered. However, fees charged by Simon Quick Advisors, LLC can consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

100 Fillmore St. 5Th Floor
Denver, CO 80206

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Simon Quick Advisors, LLC Brokerage Details

Total Assets Under Management

$5,103,979,658

CO Average: $10,121,009,343
Total Number of Employees

75

CO Average: 92
Total Number of Accounts

4,811

CO Average: 6,978
Average Account Size

$1,060,898

CO Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Kyle Ferrare Work History

Kyle has been registered as a financial advisor for 11 years.*

2001 - Present (23 years)

Simon Quick Advisors, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kyle Ferrare to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Simon Quick Advisors, LLC

David Hedley
Morristown, NJ
Steven Pisano
Morristown, NJ
Anthony Santoro
Morristown, NJ
Thomas Morr
Morristown, NJ
Anders Velischek
Morristown, NJ
Christos Thomas
Morristown, NJ
Thomas Trynin
Morristown, NJ
Brian Hipwell
New York, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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