Anthony
Santoro
Simon Quick Advisors, LLC
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About this Advisor
Anthony Santoro is a financial advisor operating in Morristown, New Jersey with a total of 1 year of relevant experience. Santoro is currently employed by Simon Quick Advisors, LLC. Over the course of their career, they have held roles at The Ayco Company, L.P, Full Time Student - Bar Exam Prep, Albany Law School, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, Arista Wealth Advisors, LTD and Simon Quick Advisors, LLC. Santoro has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in New York. Simon Quick Advisors, LLC is a firm operating out of Morristown, NJ. The firm has offices in five locations and a total of 75 advisors. It oversees $5 billion in total assets among its 4,811 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 24 charitable organizations. Of its 4,811 customer accounts, 62% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Simon Quick Advisors, LLC offers a number 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 are based on which services are offered. Fee types charged by Simon Quick Advisors, LLC can include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Simon Quick Advisors, LLC Brokerage Details
$5,103,979,658
75
4,811
$1,060,898
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
Anthony Santoro Work History
Anthony has been registered as a financial advisor for 1 years.*
Simon Quick Advisors, LLC
Arista Wealth Advisors, LTD
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services LLC
The Ayco Company, L.P
Full Time Student - Bar Exam Prep
The Ayco Company, L.P
Albany Law School
*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 Anthony Santoro 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
Morristown, NJ
New York, NY
Morristown, NJ
Morristown, NJ
Morristown, NJ
Morristown, NJ
Morristown, NJ
Morristown, NJ
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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