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Erin Leigh Slocum

Simon Quick Advisors, LLC

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About Erin Leigh Slocum

Erin Leigh Slocum is a financial advisor at Simon Quick Advisors, LLC. Erin is a Certified Financial Planner™ professional and is registered with the state of New York. Erin has over 14 years of experience in the financial services industry and is committed to providing clients with personalized financial planning and investment management services. Erin's clients include high-net-worth individuals, families, businesses, and charitable organizations. Erin is a member of the Simon Quick Advisors, LLC team which is committed to providing clients with comprehensive financial planning and investment management services. The firm offers a wide range of services, including financial planning, investment management, retirement planning, estate planning, and tax planning.

Firm Information

Erin Slocum 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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Erin Slocum’s Registration & Firm History

NY

04/26/2022 - Present

Simon Quick Advisors, LLC (New York NY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Erin Leigh Slocum.
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