linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Anthony J Santoro

Simon Quick Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Anthony? Claim Your Profile

About Anthony J Santoro

Anthony J Santoro is a financial advisor at Simon Quick Advisors, LLC. Anthony has been in the financial services industry since August 2013. Anthony holds the Series 7, Series 66 and SIE exams. Anthony specializes in retirement planning, college savings plans, 529 plans, and investment management. Anthony is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Anthony Santoro is currently registered with Simon Quick Advisors, LLC. Simon Quick Advisors, LLC is an investment advisor registered with the SEC and located in Morristown, NJ. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, charitable organizations, insurance companies, corporations, pooled investment vehicles, and other investment advisors. They manage approximately $5.75 billion in assets for their clients.
Simon Quick Advisors, LLC

360 MT. KEMBLE AVE

MORRISTOWN, NJ 07960

$5.75B

Assets Under Management

Not reported

Total Clients

29

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Third party managed asset program

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Anthony Santoro’s Registration & Firm History

NJ

08/31/2022 - Present

Simon Quick Advisors, LLC (MORRISTOWN NJ)

NY

06/23/2016 - 08/17/2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BALLSTON LAKE NY)

Not sure if Anthony J Santoro is right for you?

Licenses & Designations

BOTH

Issued 10/20/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/17/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/23/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anthony J Santoro.
Not sure if Anthony J Santoro is right for you?