David V. Hedley

SIMON QUICK ADVISORS

Morristown, NJ 07960

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CRD#: 2164034

Professional summary

David Van Houten Hedley III, who also goes by David V Hedley III, is a registered financial advisor currently at SIMON QUICK ADVISORS, LLC located in Morristown, New Jersey.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. David has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David V Hedley Iii

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 David Van Houten Hedley III'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®

None

Experience

Current

June 11, 2021 - Present

SIMON QUICK ADVISORS, LLC

Office #1: 360 Mt. Kemble Ave, Morristown, NJ 07960

RIA

CRD#: 132330

Morristown, NJ

Past

July 29, 2014 - October 8, 2020

ERNST & YOUNG CAPITAL ADVISORS, LLC

CRD#: 152514

SAN FRANCISCO, CA

Past

April 22, 2013 - July 7, 2014

CANACCORD GENUITY LLC

CRD#: 1020

SAN FRANCISCO, CA

Past

September 30, 2003 - December 18, 2012

UBS SECURITIES LLC

CRD#: 7654

SAN FRANCISCO, CA

Past

April 3, 2000 - June 5, 2003

THOMAS WEISEL PARTNERS LLC

CRD#: 46237

SAN FRANCISCO, CA

Past

January 20, 1993 - April 25, 2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

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".

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

New Jersey
(6/11/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/14/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/18/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/17/2017

General Securities Principal Examination

Current Firm

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

SEC notice filing (17 States and Territories)

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 Accounts	3,710
AUM (Assets Under Management)	$ 7,072,626,223

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form 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.

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Firm Stability Insights

David V. Hedley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Van Houten Hedley III's CRS (Customer Relationship Summary).

Certified licenses

Experience

ERNST & YOUNG CAPITAL ADVISORS, LLC

CANACCORD GENUITY LLC

UBS SECURITIES LLC

THOMAS WEISEL PARTNERS LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

SIMON QUICK ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/14/1991

SIE

Date: 10/1/2018

Series 7

Date: 1/18/1993

Series 24

Date: 5/17/2017

Current Firm

SIMON QUICK ADVISORS, LLC

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SIMON QUICK ADVISORS, LLC

TRUST BUT VERIFY

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