Thomas Morr has been Managing Partner of Simon Quick Advisors since January 2024, is a control person of the firm and directly owns between 5% and 10% of it. Thomas Morr holds a BA in History with a minor in Business from Siena College. Thomas Morr studied at Bryant University.
Simon Quick Advisors, LLC is a Morristown, NJ firm with $9.01B under management, 1,042 clients and 77 advisers across 8 offices, as of its July 2026 filing.
Thomas P. Morr is Managing Partner of Simon Quick Advisors, based in New York, NY, and oversees the firm's Client Team. He joined the firm in 2012 and works as a Client Advisor, providing strategic guidance to high-net-worth individuals, families, endowments, and foundations. He also serves on the firm's Executive Committee.
Thomas Morr’s longest registration is the current one, 10 years at Simon Quick Advisors since 2016.
- Massey Quick Wealth Solutions LLC– · 1 yearMorristown, NJ · Adviser representative · Firm CRD 283891
- Simon Quick Advisors, LLCCurrent– present · 10 yearsNew York, NY · Adviser representative · Firm CRD 132330
Professional designations
Listed by Simon Quick Advisors
- CFP®
Investment adviser representative registrations
Thomas Morr is registered as an investment adviser representative in 3 states. The first approvals date from January 2018; the most recent is New York, in February 2021.
- LouisianaSince 23 January 2018
- New YorkSince 3 February 2021
- TexasSince 7 January 2019
Examinations
No examinations are on Thomas Morr’s record.
- Full name
- Thomas Patrick Morr
- CRD
- 6648464
- Firm
- Simon Quick Advisors · CRD 132330
- Role
- Managing Partner
- Office
- 1270 Avenue of the Americas, Suite 420, New York, NY 10020
- Registration
- Investment adviser registration
- In the industry since
- May 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- simonquickadvisors.com
Where does Thomas Morr work?
Thomas Morr has been Managing Partner of Simon Quick Advisors, LLC since January 2024, and is a control person of the firm.
Is Thomas Morr a financial advisor?
Yes. Thomas Morr has a current investment-adviser registration in Louisiana, New York and Texas, through Simon Quick Advisors since May 2016.
How many years of experience does Thomas Morr have?
Thomas Morr has 10 years in the financial industry, since May 2016, across 2 adviser firms.
Where is Thomas Morr based?
Thomas Morr’s registered office is in New York, NY.
Is Thomas Morr registered with FINRA?
No. Thomas Morr has no current broker registration.
Is Thomas Morr a CFP?
Simon Quick Advisors lists Thomas Morr with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Thomas P. Morr, CFP® biography, simonquickadvisors.com
How can I verify Thomas Morr’s record?
Search CRD 6648464 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Thomas Morr’s full registration record.
