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CY

Christian Yoss

SIMON QUICK ADVISORS
DALLAS, TX 75219
Some features on this profile are disabled
CRD#: 1987314
CY

Professional summary

Christian Yoss, CFP®, who also goes by Christian A Yoss, Christian Arthur Yoss, is a registered financial advisor currently at SIMON QUICK ADVISORS, LLC located in Dallas, Texas.

Christian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Christian has worked at 11 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 24, Series 53, Series 8 and Series 4 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Christian A Yoss | Christian Arthur Yoss

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christian Yoss's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Experience

Current

March 11, 2026 - Present

SIMON QUICK ADVISORS, LLC

Office #1: 3811 Turtle Creek Blvd. Ste 410, Dallas, TX 75219
RIA
CRD#: 132330
DALLAS, TX
Past

January 13, 2022 - March 30, 2022

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
Dallas, TX
Past

January 13, 2022 - April 14, 2025

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Dallas, TX
Past

July 1, 2020 - December 7, 2021

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
Irving, TX
Past

May 29, 2018 - July 1, 2020

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
IRVING, TX
Past

March 3, 2017 - December 7, 2021

UNITED CAPITAL FINANCIAL ADVISORS

RIA
CRD#: 134600
IRVING, TX
Past

October 4, 2011 - March 9, 2017

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA
CRD#: 20472
LEWISVILLE, TX
Past

September 22, 2011 - March 9, 2017

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
LEWISVILLE, TX
Past

August 7, 2008 - March 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA
CRD#: 16361
DALLAS, TX
Past

August 7, 2008 - March 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
DALLAS, TX
Past

May 2, 2001 - August 12, 2008

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
PLANO, TX
Past

February 8, 2001 - August 12, 2008

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
IRVING, TX
Past

February 8, 1996 - January 26, 2001

QUICK & REILLY, INC.

BD
CRD#: 11217
NEW YORK, NY
Past

February 7, 1995 - August 8, 1995

WELLS FARGO BROKERAGE SERVICES, L.L.C.

BD
CRD#: 16100
MINNEAPOLIS, MN
Past

October 25, 1989 - February 1, 1995

QUICK & REILLY, INC.

BD
CRD#: 11217
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SQ
SIMON QUICK ADVISORS, LLC
MASSEY QUICK SIMON & CO., LLC | SIMON QUICK ADVISORS, LLC | SIMON QUICK | MASSEY, QUICK & CO. LLC

CRD#: 132330 / SEC#: 801-63357

RIA
Registered Investment Advisory firm - (7/16/2004 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(3/11/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 11/7/2011
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 11/3/1999
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/21/1989
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/21/2011
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 53
Date: 11/3/2008
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 8
Date: 3/17/1998
General Securities Sales Supervisor Examination (Options Module & General Module)
Principal/Supervisory Exam
RR
Series 4
Date: 11/24/1997
Registered Options Principal Examination

Current Firm

SQ
SIMON QUICK ADVISORS, LLC
MASSEY QUICK SIMON & CO., LLC | SIMON QUICK ADVISORS, LLC | SIMON QUICK | MASSEY, QUICK & CO. LLC

CRD#: 132330 / SEC#: 801-63357

RIA
Registered Investment Advisory firm - (7/16/2004 Approved)
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Contact information

Main Address
360 Mt. Kemble Ave, Morristown, NJ 07960
Mailing Address
Phone number
(973) 525-1000
Established
Firm type
Fiscal year end
# of Employees
90

SEC notice filing (17 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SIMON QUICK ADVISORS, LLC ADV PART 2A (6/13/2025)

Regulatory assets under management

Total Number of Accounts3,710
AUM (Assets Under Management)$ 7,072,626,223

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
11/13/2025
Cover Page
Report
10/11/2024
Cover Page
Report
09/26/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SIMON QUICK ADVISORS, LLC

CRD#: 132330Dallas, TX 75219

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