Shei Unger
Investment adviser representative at Simon Quick Advisors, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Simon Quick Advisors, LLCMay 2025 to now
- Northern Trust BankMay 2020 to May 2025
- Northern Trust Securities, Inc.May 2020 to May 2025
- BNY MellonFeb 2013 to May 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2001
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (TX).
Simon Quick Advisors, LLC
$9BAssets managed
1,042Clients
41Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3078906
- Firm CRD
- 132330