NO
Nathan W. Ohlinger
SIMON QUICK ADVISORS
Coppell, TX
Some features on this profile are disabled
CRD#: 5006349
NO
Professional summary
Nathan Wesley Ohlinger is a registered financial advisor currently at SIMON QUICK ADVISORS, LLC located in Coppell, Texas.
Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Nathan has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
IMAGE Studios and IMAGE FTW NAO1, LLC Owner/Manager since November 1, 2024 Not investment related 10-15 hours per month during non-trading hours IMAGE Studios is a Health/Wellness company 499 Hidden Valley Ln, Coppell TX 75019 Owner of one franchise, currently in build-out process. Once opened, mainly serving as property manager overseeing the location. Chuck Warner & Associates, LLC Minority owner since January 1, 2023 Not investment related 2-5 hours per month during non-trading hours Commercial Real Estate Investment and Management 104 Delaplane Ct., Morrisville, NC 27560 Minimal duties, mainly reviewing existing properties being managed and new properties being acquired. Full time Managing Partner makes day-to-day decisions.
CRS (Client Relationship Summary) - RIA
Click below to view Nathan Wesley Ohlinger's 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®
NoneExperience
Current
June 23, 2025 - Present
SIMON QUICK ADVISORS, LLC
RIA
CRD#: 132330
Coppell, TX
Past
November 16, 2010 - August 20, 2013
THE WATCHMAN GROUP, INC.
RIA
CRD#: 133690
PLANO, TX
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(6/23/2025)
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)Upgrade to AdvisorCheck Premium
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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)
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 | ||
| 10/11/2024 | ||
| 09/26/2023 |
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.
