linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Steven Henry Pisano

Simon Quick Advisors, LLC

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

About Steven Henry Pisano

Steven Pisano is an investment advisor representative registered in New Jersey. Steven Pisano is associated with Simon Quick Advisors, LLC. Steven Pisano has also been associated with HSBC Securities (USA) Inc., Dynasty Securities, LLC, and NYLIFE Securities LLC. Steven Pisano has passed the Uniform Combined State Law Examination (Series 66), General Securities Principal Examination (Series 24), Securities Industry Essentials Examination (SIE), and General Securities Representative Examination (Series 7).

Firm Information

Steven Pisano 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.

Steven Pisano’s Registration & Firm History

NJ

08/30/2016 - Present

Simon Quick Advisors, LLC (MORRISTOWN NJ)

NY

04/04/2016 - 07/29/2016

DYNASTY SECURITIES, LLC (NEW YORK NY)

NY

11/08/2012 - 11/03/2015

HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)

NY

12/01/2006 - 11/14/2012

NYLIFE SECURITIES LLC (NEW YORK NY)

Not sure if Steven Henry Pisano is right for you?

Licenses & Designations

BOTH

Issued 12/24/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/22/2008

Series 24 - General Securities Principal Examination

BC

Issued 07/29/2016

SIE - Securities Industry Essentials Examination

BC

Issued 11/30/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Henry Pisano.
Not sure if Steven Henry Pisano is right for you?