William F. Conger

SIMON QUICK ADVISORS

Morristown, NJ 07960

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CRD#: 839778

Professional summary

William Fleming Conger MR., who also goes by Bill Conger, William Fleming Conger, is a registered financial advisor currently at SIMON QUICK ADVISORS, LLC located in Morristown, New Jersey.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1977. William has worked at 9 firms and has passed the Series 65, Series 63, Series 31, Series 5 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Conger | William Fleming Conger

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.

CHAIRMAN OF RAPTOR TRUST 1390 WHITE BRIDGE ROAD, MILLINGTON, NJ 07946 MR. CONGER DOES NOT HAVE A VOTE ON INVESTMENT DECISIONS. WILL DEVOTE 4 HOURS PER MONTH 0 HRS DURING TRADING HRS. NON INVESTMENT RELATED.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Fleming Conger MR.'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®

None

Experience

Current

June 16, 2022 - Present

SIMON QUICK ADVISORS, LLC

Office #1: 360 Mt. Kemble Ave, Morristown, NJ 07960

RIA

CRD#: 132330

Morristown, NJ

Past

October 13, 2008 - June 10, 2022

RED HOOK MANAGEMENT

RIA

CRD#: 148237

MORRISTOWN, NJ

Past

May 10, 2002 - September 12, 2008

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

FLORHAM PARK, NJ

Past

March 9, 2002 - September 12, 2008

RBC CAPITAL MARKETS, LLC

CRD#: 31194

FLORHAM PARK, NJ

Past

September 1, 1999 - March 9, 2002

TUCKER ANTHONY INCORPORATED

CRD#: 837

BOSTON, MA

Past

February 11, 1998 - September 1, 1999

GIBRALTAR SECURITIES CO.

CRD#: 7093

FLORHAM PARK, NJ

Past

March 22, 1990 - January 20, 1998

E.A. MOOS & CO. L.P.

CRD#: 7606

SUMMIT, NJ

Past

August 4, 1978 - February 27, 1980

MORGAN STANLEY & CO., INCORPORATED

CRD#: 5203

Past

July 17, 1978 - April 14, 1988

MORGAN STANLEY & CO. LLC

CRD#: 8209

Past

June 1, 1977 - December 6, 1978

PAINE, WEBBER, JACKSON & CURTIS INCORPORATED

CRD#: 640

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".

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
(6/21/2022)

IAR

Pennsylvania
(6/16/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/7/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/5/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 4/22/2004

Futures Managed Funds Examination

General Industry/Product Exam

Series 5

Date: 6/15/1982

Interest Rate Options Examination

General Industry/Product Exam

Series 7

Date: 5/21/1977

General Securities Representative Examination

Current Firm

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)

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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

SEC notice filing (17 States and Territories)

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 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	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.

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Firm Stability Insights

William F. Conger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Fleming Conger MR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

RED HOOK MANAGEMENT

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

TUCKER ANTHONY INCORPORATED

GIBRALTAR SECURITIES CO.

E.A. MOOS & CO. L.P.

MORGAN STANLEY & CO., INCORPORATED

MORGAN STANLEY & CO. LLC

PAINE, WEBBER, JACKSON & CURTIS INCORPORATED

Primary Firm SEC Registration

SIMON QUICK ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/7/1998

Series 63

Date: 3/5/1998

Series 31

Date: 4/22/2004

Series 5

Date: 6/15/1982

Series 7

Date: 5/21/1977

Current Firm

SIMON QUICK ADVISORS, LLC

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SIMON QUICK ADVISORS, LLC

TRUST BUT VERIFY

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