Unclaimed Profile

Joseph Andrew Belfatto

SIMON QUICK ADVISORS, LLC·MORRISTOWN, New Jersey

Series 3, Series 5, Series 7, Series 8, Series 15, Series 24, Series 63Clean record13 years registeredSIMON QUICK ADVISORS, LLC

360 MT. KEMBLE AVE, MORRISTOWN, NJ 07960CRD# 1298210Firm CRD# 132330

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joseph Andrew Belfatto · MORRISTOWN, NJ

Registration

CRD #1298210 · SIMON QUICK ADVISORS, LLC · 13 years registered

Brand Profile

Not yet started

Career History

SIMON QUICK ADVISORS, LLC

Apr 2013 – present

MASSEY QUICK WEALTH SOLUTIONS LLC

Oct 2016 – Oct 2017

MORRISTOWN, NJ

Registrations & Exams

FINRA examinations passed

Series 3

Series 5

Series 7

Series 8

Series 15

Series 24

Series 63

Registration record

First registered · April 8, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SIMON QUICK ADVISORS, LLC

CRD 132330 · SEC 801-63357

AUM

$5.8B

Regulatory assets under management

Employees

2,900 client accounts

Services offered by SIMON QUICK ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at SIMON QUICK ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Joseph Andrew Belfatto offer?

Joseph Andrew Belfatto specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MORRISTOWN, New Jersey for a consultation.

What are Joseph Andrew Belfatto's credentials?

Joseph Andrew Belfatto is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph Andrew Belfatto located?

Joseph Andrew Belfatto is based in MORRISTOWN, New Jersey, working with SIMON QUICK ADVISORS, LLC. Their office serves clients in the MORRISTOWN metropolitan area and surrounding communities.

How does Joseph Andrew Belfatto charge for services?

Joseph Andrew Belfatto's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party managed asset program. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SIMON QUICK ADVISORS, LLC?

SIMON QUICK ADVISORS, LLC has approximately 83 employees and manages $5.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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