Michael Vincent Mortellaro
Investment adviser representative at Simplicity Wealth
10 yearsExperience
3 statesRegistered in
$4.3BFirm assets
7 yearsFirm in business
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- The Leaders Group IncOct 2023 to now
- Simplicity WealthSep 2021 to now
- SimplicityMar 2021 to now
- UnemployedFeb 2021 to May 2021
- Gfpc/assetmarkFeb 2016 to Jan 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 3 states (FL, NJ, TX).
Simplicity Wealth
Legal name: Simplicity Wealth LLC
$4.3BAssets managed
8,494Clients
251Advisers
7 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
- 2142876
- Firm CRD
- 300572