MB
Mcclain H. Bishop
SIMON QUICK ADVISORS | Financial Advisor
New York, NY 10020
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CRD#: 6924382
MB
Professional summary
Mcclain Hunt Bishop, who also goes by Mcclain Bishop, is a registered financial advisor currently at SIMON QUICK ADVISORS, LLC located in New York, New York.
Mcclain is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Mcclain has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mcclain Bishop
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.
HGC Investments, LLC Investment-related Address: 1503 Washington Street, Columbus IN, 47201 Nature of the other business- holding company for investments Position title- a member with minority ownership (10%), no management role Start date of your relationship- 1/25/2011 Approximate number of hours / month devoted - 0 Number of hours devote during securities trading hours - 0 Duties relating to the LLC- I am a 10% minority partner of the holding company for investments. Entity Type: Entity Charitable, Name of OBA: R and H H Foundation, Address: Columbus, Indiana 47201, Investment Related: Y, Position, Title, Association: Other, Employee Start Date: 09/30/2019, No Hours: 4, No Hours during trading: 4, Duties: Added as an authorized individual at Fidelity to assist communications between the directors, Robert and Helen Haddad and Fidelity. Discussed with Robert and Helen moving it over to Merrill. They agreed it made sense within 1-3 months.
CRS (Client Relationship Summary) - RIA
Click below to view Mcclain Hunt Bishop'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
February 25, 2025 - Present
SIMON QUICK ADVISORS, LLC
Office #1: 1270 Avenue Of The Americas Suite 1000, New York, NY 10020RIA
CRD#: 132330
New York, NY
Past
August 8, 2018 - February 21, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
NEW YORK, NY
Past
June 19, 2018 - February 21, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
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".
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 York(2/25/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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
Financial AdvisorCRD#: 132330New York, NY 10020TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
