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Daniel Brian Weitz

Simon Quick Advisors, LLC

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About Daniel Brian Weitz

Daniel Brian Weitz is an Investment Advisor Representative at Simon Quick Advisors, LLC. Daniel has been with the firm since March 2011. Daniel holds a Series 65 license and is a Certified Financial Planner. Daniel is registered as an Investment Advisor in New Jersey. Daniel's specializations include portfolio management for individuals, businesses, and pooled investment vehicles.

Firm Information

Daniel Weitz 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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other

Third party managed asset program

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Daniel Weitz’s Registration & Firm History

NJ

04/05/2013 - Present

Simon Quick Advisors, LLC (MORRISTOWN NJ)

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Licenses & Designations

IA

Issued 11/13/2007

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Brian Weitz.
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