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Patrick J. Murphy

SIMON QUICK ADVISORS
Morristown, NJ 07960
Some features on this profile are disabled
CRD#: 4832058
PM

Professional summary

Patrick J Murphy, CFP®, who also goes by Patrick James Murphy, is a registered financial advisor currently at SIMON QUICK ADVISORS, LLC located in Morristown, New Jersey.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Patrick has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Patrick James Murphy

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 Patrick J Murphy'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 18, 2026 - Present

SIMON QUICK ADVISORS, LLC

Office #1: 360 Mt. Kemble Ave, Morristown, NJ 07960
RIA
CRD#: 132330
Morristown, NJ
Past

September 1, 2023 - March 9, 2026

BESSEMER INVESTOR SERVICES, INC.

BD
CRD#: 17442
NEW YORK, NY
Past

June 18, 2012 - August 1, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
PRINCETON, NJ
Past

December 20, 2011 - August 1, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
PRINCETON, NJ
Past

January 25, 2007 - March 6, 2008

UST SECURITIES CORP.

BD
CRD#: 13906
NEW YORK, NY
Past

June 17, 2005 - August 15, 2005

GOLDMAN SACHS WEALTH SERVICES, L.P.

RIA
CRD#: 106693
PARSIPPANY, NJ
Past

November 24, 2004 - August 15, 2005

MERCER ALLIED COMPANY, L.P.

BD
CRD#: 37404
COHOES, 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
New Jersey
(3/18/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/15/2012
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/19/2011
General Securities Representative 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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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#: 132330Morristown, NJ 07960

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