Patrick J Murphy
Investment adviser representative at Simon Quick Advisors, LLC
15 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
15 years in the industry.
- Simon Quick Advisors, LLCMar 2026 to now
- Bessemer TrustAug 2023 to Mar 2026
- Bank of America, N.A.Aug 2011 to Jul 2023
- Bank America, N.A.Jul 2011 to Jul 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2011 to Jul 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 4832058
- Firm CRD
- 132330