Thomas Sorrentino is a control person of Simon Quick Advisors and directly owns under 5% of it. Thomas Sorrentino holds a BS in Business Administration with a dual major in Finance and Accounting from Boston University.
Simon Quick Advisors is an investment adviser based in Morristown, NJ, registered with the SEC since 2004. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and pooled investment vehicles. Its regulatory assets under management total $9.01 billion, as filed on 28 July 2026. Its fees, ownership and offices are on the firm’s profile.
Thomas N. Sorrentino is Chief Financial Officer of Simon Quick Advisors, based in Morristown, NJ. He joined the firm in May 2025 and oversees the finance, accounting and tax functions of the corporate and private funds. He is a member of the Risk Management Committee and supports the firm's strategic growth initiatives, including mergers and acquisitions. Before joining, he spent over 9 years at Fir Tree Capital Management, a multi-strategy investment manager, after beginning his career at Ernst & Young in New York City in the Wealth & Asset Management Assurance practice.
Professional designations
Listed by Simon Quick Advisors
- CPA
- CRD
- 8097095
- Firm
- Simon Quick Advisors · CRD 132330
- Role
- Chief Financial Officer
- In role since
- May 2025 · 1 year
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Morristown, NJ
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- simonquickadvisors.com
Where does Thomas Sorrentino work?
Thomas Sorrentino has been Chief Financial Officer of Simon Quick Advisors, LLC since May 2025, and is a control person of the firm.
How can I verify Thomas Sorrentino’s record?
Thomas Sorrentino’s role is listed on Simon Quick Advisors, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 132330.
