Thomas P. Morr
SIMON QUICK ADVISORS | Managing Director / Head of Client Advisory / Principal
New York, NY 10020
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CRD#: 6648464
Professional summary
Thomas Patrick Morr, CFP® is a registered financial advisor currently at SIMON QUICK ADVISORS, LLC located in New York, New York.
Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Thomas has worked at 2 firms .
Question & Answer
What are your service offerings?
Financial planning
Trust & estate planning
Retirement planning
What is your current number of clients?
Under 50
What is your minimum asset requirement?
1M
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Thomas Patrick Morr'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®
CFP®
Start date: 2016
Experience
Current
May 24, 2016 - Present
SIMON QUICK ADVISORS, LLC
Office #1: 1270 Avenue Of The Americas Suite 1000, New York, NY 10020RIA
CRD#: 132330
New York, NY
Past
October 4, 2016 - October 5, 2017
LEO WEALTH, LLC
RIA
CRD#: 283891
MORRISTOWN, NJ
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
Louisiana(1/23/2018)
IAR
New York(2/3/2021)
IAR
Texas(1/7/2019)
Exams
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
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Company Information
SIMON QUICK ADVISORS, LLC
Managing Director / Head of Client Advisory / PrincipalCRD#: 132330New York, NY 10020TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
