Nathan Wesley Ohlinger
Investment Adviser Representative at Simon Quick Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Nathan Wesley Ohlinger is an investment adviser representative with Simon Quick Advisors, LLC in Coppell, TX, where they have been registered since 2025. They have worked in the securities industry since 2022 and were previously registered with The Watchman Group, Inc. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Texas.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- THE Northern Trust CompanyMay 2013 – May 2025Dallas, TX
- Simon Quick Advisors, LLCMay 2025 – no end date reportedDallas, TX
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Simon Quick Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 41
- Offices listed on AdvisorFinder:
- 6
- Main office:
- Morristown, NJ
- SEC file number:
- 801-63357
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 28, 2026
View full firm profileOther advisors at Simon Quick Advisors, LLC
Showing 12 of 41 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nathan Wesley Ohlinger has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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