Joseph Belfatto has been Managing Partner of Simon Quick Advisors since March 2007, is a control person of the firm and directly owns between 5% and 10% of it. Joseph Belfatto holds a Master's in Business Administration from Harvard Business School. Joseph Belfatto studied at Seton Hall University.
Simon Quick Advisors, LLC is a Morristown, NJ firm with $9.01B under management, 1,042 clients and 77 advisers across 8 offices, as of its July 2026 filing.
Joseph A. Belfatto is Managing Partner of Simon Quick Advisors, based in Morristown, NJ. He joined the firm as a partner in 2007, after a 23-year career on Wall Street. He serves as Senior Relationship Manager on client relationships, focuses on new business development, and is a member of the Executive Committee. Earlier, he joined HSBC in 2002 as Head of Sales for the Americas and later became Global Head of Equities.
Joseph Belfatto’s longest registration is the current one, 13 years at Simon Quick Advisors since 2013.
- Massey Quick Wealth Solutions LLC– · under a yearMorristown, NJ · Adviser representative · Firm CRD 283891
- Simon Quick Advisors, LLCCurrent– present · 13 yearsMorristown, NJ · Adviser representative · Firm CRD 132330
Investment adviser representative registrations
Joseph Belfatto is registered as an investment adviser representative in New Jersey, since April 2013.
- New JerseySince 8 April 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 27 September 2006 |
| Series 8 | General Securities Sales Supervisor Examination (Options Module & General Module) | 2 April 1990 |
| Series 3 | National Commodity Futures Examination | 13 November 1984 |
| Series 5 | Interest Rate Options Examination | 6 November 1984 |
| Series 63 | Uniform Securities Agent State Law Examination | 31 October 1984 |
| Series 15 | Foreign Currency Options Examination | 25 September 1984 |
| Series 7 | General Securities Representative Examination | 15 September 1984 |
- Name
- General Securities Principal Examination
- Name
- General Securities Sales Supervisor Examination (Options Module & General Module)
- Name
- National Commodity Futures Examination
- Name
- Interest Rate Options Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Foreign Currency Options Examination
- Name
- General Securities Representative Examination
- Full name
- Joseph Andrew Belfatto
- CRD
- 1298210
- Firm
- Simon Quick Advisors · CRD 132330
- Role
- Managing Partner
- Office
- 360 MOUNT KEMBLE AVENUE, Morristown, NJ 07960
- Registration
- Investment adviser registration
- In the industry since
- April 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- simonquickadvisors.com
Where does Joseph Belfatto work?
Joseph Belfatto has been Managing Partner of Simon Quick Advisors, LLC since March 2007, and is a control person of the firm.
Is Joseph Belfatto a financial advisor?
Yes. Joseph Belfatto has a current investment-adviser registration in New Jersey, through Simon Quick Advisors since April 2013.
How many years of experience does Joseph Belfatto have?
Joseph Belfatto has 13 years in the financial industry, since April 2013, across 2 adviser firms.
What exams has Joseph Belfatto passed?
Joseph Belfatto has passed 7 licensing exams: the Series 7, Series 15, Series 63, Series 5, Series 3, Series 8 and Series 24. The earliest, the Series 7, was passed in September 1984.
Where is Joseph Belfatto based?
Joseph Belfatto’s registered office is in Morristown, NJ.
Is Joseph Belfatto registered with FINRA?
No. Joseph Belfatto has no current broker registration.
How can I verify Joseph Belfatto’s record?
Search CRD 1298210 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Belfatto’s full registration record.
