Joseph Belfatto, financial advisor Morristown NJ

Joseph Belfatto

CRD Number: 1298210
Current Firm: Simon Quick Advisors, LLC

Joseph Belfatto (CRD# 1298210) is an Investment Advisor Representative working at Simon Quick Advisors, LLC in Morristown, NJ and has over 39 years of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
Simon Quick Advisors, LLC Morristown, NJ Jul 2007 - Current 16
Massey Quick Wealth Solutions Morristown, NJ Sep 2016 - Sep 2017 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1984
Contact Info for Joseph A. Belfatto
Phone Number: 973-525-1000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    5,104
    MILLIONS
  • Total Number of Accounts
    4,811
    ACCOUNTS
  • Average Account Value
    $1,060,898
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, CT, FL, LA, MA, NE, NJ, NY, PA, TN, TX

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