David
Hedley

Simon Quick Advisors, LLC

CRD#2164034
Investment Advisor
in Morristown, NJ

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About this Advisor

David Hedley is a financial advisor based in Morristown, New Jersey, working with Simon Quick Advisors, LLC. David has previously held positions at Canaccord Genuity Inc, Ernst & Young Us, Llp, Ernst & Young Capital Advisors, LLC, and Simon Quick Advisors. David has passed the Series 63 regulatory exam and is registered to provide services in New Jersey. Currently, David is part of Simon Quick Advisors, LLC, which operates out of Morristown, New Jersey. The firm has 5 offices and 83 employees. The firm manages assets totaling $5.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Simon Quick Advisors, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63

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

360 Mt. Kemble Ave
Morristown, NJ 07960

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Simon Quick Advisors, LLC Brokerage Details

Total Assets Under Management

$5,752,893,260

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

83

NJ Average: 92
Total Number of Accounts

2,900

NJ Average: 6,978
Average Account Size

$1,983,756

NJ 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

David Hedley Work History

2021 - Present (3 years)

Simon Quick Advisors

2014 - 2020 (6 years)

Ernst & Young Us, Llp

2014 - 2020 (6 years)

Ernst & Young Capital Advisors, LLC

2013 - 2014 (1 year)

Canaccord Genuity Inc

Disclosures

Please visit the SEC profile of David Hedley 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

Christos Thomas
Morristown, NJ
David Hedley
Morristown, NJ
Jenna Wilson
Morristown, NJ
Brian Hipwell
New York, NY
Connor Donovan
Morristown, NJ
Garrett Wells
Morristown, NJ
Anthony Santoro
Morristown, NJ
Jack Mahoney
Morristown, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. 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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