MO
Michael T. Oliveri
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CRD#: 6866228
MO
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Michael Thomas Oliveri was a registered financial professional .
Michael is a previously registered financial professional and started their career in finance in 2017. Michael had worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
No
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.
310 Partners, LLC Manager,VP,Treasurer 5/8/12 Investment Related 310 South St., P.O. Box 1913, Morristown, NJ 07962-1913 Real estate holding company 1.0 hours. Algal, Inc. Treasurer 12/31/04 Investment Related 310 South St., P.O. Box 1913, Morristown, NJ 07962-1913 Liquidating family real estate investment vehicles 1.0 hours. Alham, Inc. VP,Treasurer 11/17/04 Investment Related 310 South St., P.O. Box 1913, Morristown, NJ 07962-1913 Family investment vehicle 7.0 hours. Beaver Dam, LLC VP,Treasurer 12/31/15 Investment Related 310 South St., P.O. Box 1913, Morristown, NJ 07962-1913 Family real estate investment vehicle .05 hours. Blue Heron Silver Lake, LLC VP,CFO 07/18/17 Investment Related 310 South St., P.O. Box 1913, Morristown, NJ 07962-1913 Family real estate investment vehicle .05 hours. Hidden Pond Foundation Position: CFO,Treasurer 02/01/08 Investment Related 310 South St., P.O. Box 1913, Morristown, NJ 07962-1913 Investment of Foundation assets .67 hours. Lindsay and Lace, LLC CFO,VP 02/12/14 Not Investment Related 310 South St., P.O. Box 1913, Morristown, NJ 07962-1913 Fashion blog website .17 hours. Mary Streep Interiors, LLC Assistant Treasurer 01/01/15 Not Investment Related 310 South St., P.O. Box 1913, Morristown, NJ 07962-1913 Interior design company .17 hours. New Vernon Advisors, Inc. Treasurer,VP 12/31/02 Investment Related 310 South St., P.O. Box 1913, Morristown, NJ 07962-1913 Family investment vehicle 1.0 hours. Parish Catalyst Treasurer,VP 09/14/13 Investment Related 310 South St., P.O. Box 1913, Morristown, NJ 07962-1913 Not-for-profit corporation 4.0 hours. Silver Mountain Foundation CFO,Treasurer 12/01/08 Investment Related 310 South St., P.O. Box 1913, Morristown, NJ 07962-1913 Investment of foundation assets 2.0 hours. Sound Body Sound Mind Foundation Treasurer,VP 10/16/07 Investment Related Address: 310 South St., P.O. Box 1913, Morristown, NJ 07962-1913 Nature of business: Investment of Foundation assets 4.0 hours. South Street Investments, Inc. Treasurer,VP 12/31/01 Investment Related 310 South St., P.O. Box 1913, Morristown, NJ 07962-1913 Family investment vehicle 7.0 hours. South Street Capital II, LLC Treasurer,VP 5/4/07 Investment Related 310 South St., P.O. Box 1913, Morristown, NJ 07962-1913 Family investment vehicle 5.0 hours. The Hills Development Company, L.P./W.S. Hills, Inc. Treasurer,VP 12/31/04 Investment Related 310 South St., P.O. Box 1913, Morristown, NJ 07962-1913 Liquidating real estate holding companies 1.0 hours. TOHAIKU, LLC CFO,VP 01/09/08 Investment Related 310 South Street, P.O. Box 1913, Morristown, NJ 07962-1913 Family investment vehicle 1.0 hours. WC WESINVEST, LLC Treasurer,VP 12/31/07 Investment Related 310 South St., P.O. Box 1913, Morristown, NJ 07962-1913 Family investment vehicle 1.0 hours. WESINVEST, Inc. Treasurer,VP 07/30/05 Investment Related 310 South St., P.O. Box 1913, Morristown, NJ 07962-1913 Family investment vehicle 1.0 hours. WESKIDS, Inc. Treasurer,VP 12/31/03 Investment Related 310 South St., P.O. Box 1913, Morristown, NJ 07962-1913 Family investment vehicles 1.0 hours. WESKIDS III, LLC Treasurer,VP 07/30/05 Investment Related 310 South St., P.O. Box 1913, Morristown, NJ 07962-1913 Family investment vehicle 1.0 hours. Wesly Creek, LLC Treasurer,VP 12/31/02 Investment Related 310 South St., P.O. Box 1913, Morristown, NJ 07962-1913 Family investment vehicle 2.0 hours. William E. Simon & Sons Retirement Plan, LLC Trustee 09/30/05 Investment Related 310 South St., P.O. Box 1913, Morristown, NJ 07962-1913 Investment of retirement plan assets .67 hours. William E. Simon Foundation, Inc Assistant Treasurer 10/19/01 Investment Related 140 East 45th St., Suite 14D, New York, NY 10017 Investment of non-profit assets 8.0 hours. XWC Investors, LLC VP 05/04/07 Investment Related 140 East 45th St., Suite 14D, New York, NY 10017 Real estate investment 1.0 hours.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
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
Past
October 23, 2017 - November 3, 2025
SIMON QUICK ADVISORS, LLC
RIA
CRD#: 132330
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.
Visual representation of state registrations
This advisor is not registered in any state.
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
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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.
