Patricia A. Yeager

SIMON QUICK ADVISORS

LAS VEGAS, NV 89135

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CRD#: 2722606

Professional summary

Patricia Ann Yeager, who also goes by Patricia A Roeben, Patricia A Yaeger, Patricia A Yeager, Patricia Yeager, is a registered financial advisor currently at SIMON QUICK ADVISORS, LLC located in Las Vegas, Nevada.

Patricia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Patricia has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Patricia A Roeben | Patricia A Yaeger | Patricia A Yeager | Patricia Yeager

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.

1.)JUICE PLUS COMPANY, NON INVESTMENT RELATED, FOR PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: JUICE PLUS COMPANY (NATIONAL SAFETY ASSOCIATES) INVESTMENT RELATED: N ADDRESS OF BUSINESS: 140 CRESCENT DRIVE, COLLIER, TENNESSEE 38017 NATURE OF BUSINESS: CORPORATION, POSITION, TITLE, ASSOCIATION: OTHER, 1099 RESIDUAL INCOME FROM FRUIT/VEGE SUPPLEMENTS START DATE OF RELATIONSHIP: 10/6/20 NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THIS IS RESIDUAL 1099 INCOME FOR A WHOLE FOOD FRUIT AND VEGETABLE SUPPLEMENT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patricia Ann Yeager'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 20, 2025 - Present

SIMON QUICK ADVISORS, LLC

Office #1: 11035 Lavender Hill Drive Suite160-194, Las Vegas, NV 89135

RIA

CRD#: 132330

LAS VEGAS, NV

Past

August 18, 2020 - June 30, 2025

PROQUILITY PRIVATE WEALTH PARTNERS, LLC

RIA

CRD#: 307866

LAS VEGAS, NV

Past

April 8, 2014 - August 11, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

LAS VEGAS, NV

Past

February 5, 2014 - August 11, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

LAS VEGAS, NV

Past

January 24, 2003 - May 12, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

LAS VEGAS, NV

Past

March 14, 1996 - May 12, 2004

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

Nevada
(6/20/2025)

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

IAR

Series 66

Date: 3/31/2014

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/20/1996

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: 2/5/2014

General Securities Representative 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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Advisor Monitoring

Firm Stability Insights

Patricia A. Yeager

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patricia Ann Yeager's CRS (Customer Relationship Summary).

Certified licenses

Experience

PROQUILITY PRIVATE WEALTH PARTNERS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

SIMON QUICK ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/31/2014

Series 63

Date: 6/20/1996

SIE

Date: 10/1/2018

Series 7

Date: 2/5/2014

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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