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Leslie Christopher Quick

Investment adviser representative at The Quick Group LLC
11 yearsExperience
4 statesRegistered in
$111.3MFirm assets
1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

11 years in the industry.

  1. Finalis Securities LLCAug 2025 to now
  2. The Quick Group LLCFeb 2025 to now
  3. Stifel, Nicolaus & Company, IncorporatedDec 2015 to Feb 2025

Exams passed

  • Series 66 · Uniform Combined State Law2007

State registrations

Registered as an investment adviser representative in 4 states (FL, NJ, NY, TX).

The Quick Group LLC

$111.3MAssets managed
37Clients
1Advisers
1 yearIn 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
4810736
Firm CRD
334472
Advisor's SEC record (opens in a new tab)
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