Mary Bellofatto
Investment adviser representative at Simplicity Wealth
13 yearsExperience
1 stateRegistered in
$4.3BFirm assets
7 yearsFirm in business
Are you Mary Bellofatto? Claim your profile
Contact this firm
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
13 years in the industry.
- Benefit Providers LLCJan 2024 to now
- Simplicity WealthJun 2023 to now
- Blue Line Realty dba Keller Williams Suburban RealMay 2023 to now
- Retire Now LLCApr 2023 to now
- Roseland Retirement PlanningApr 2023 to now
- Organized Transitions LLCJan 2020 to Oct 2024
- Definitely Organized LLCSep 2017 to Oct 2024
- Financial Independence Network LLCJun 2013 to Mar 2023
- N/aJun 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7773509
- Firm CRD
- 300572