Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Van houten Hedley is an investment advisor representative at Simon Quick Advisors, LLC. David has over 28 years of experience in the financial services industry. David has been registered with the state of New Jersey since June 2021. Prior to joining Simon Quick Advisors, David was a financial advisor at Ernst & Young Capital Advisors, LLC in San Francisco.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Third party managed asset program
1
2
NJ
06/11/2021 - Present
Simon Quick Advisors, LLC (MORRISTOWN NJ)
CA
07/29/2014 - 10/08/2020
ERNST & YOUNG CAPITAL ADVISORS, LLC (SAN FRANCISCO CA)
CA
04/22/2013 - 07/07/2014
CANACCORD GENUITY INC. (SAN FRANCISCO CA)
CA
09/30/2003 - 12/18/2012
UBS SECURITIES LLC (SAN FRANCISCO CA)
CA
04/03/2000 - 06/05/2003
THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)
NY
01/20/1993 - 04/25/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 10/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1993
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure David Hedley is the right advisor for you? Invested Better is here to help.
