Mary Bellofatto
Investment Adviser Representative at Simplicity Wealth
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Mary Bellofatto is an investment adviser representative with Simplicity Wealth in Pine Brook, NJ, where they have been registered since 2023, the year they entered the securities industry. They have passed 2 industry qualification exams, including the Series 65 (investment adviser). They are registered to provide investment advice in New Jersey.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New Jersey
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Blue Line Realty DBA Keller Williams Suburban RealMay 2023 – no end date reportedLivingston, NJ
- Roseland Retirement PlanningApr 2023 – no end date reportedPine Brook, NJ
- Retire Now LLCApr 2023 – no end date reportedRoseland, NJ
- Definitely Organized LLCSep 2017 – Oct 2024Roseland, NJ
- Organized Transitions LLCJan 2020 – Oct 2024Fanwood, NJ
- Simplicity WealthJun 2023 – no end date reportedPine Brook, NJ
- N/aJun 2013 – Jun 2017Roseland, NJ
- Financial Independence Network LLCJun 2013 – Mar 2023Green Village, NJ
- Benefit Providers LLCJan 2024 – no end date reportedFairfield, NJ
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Simplicity Wealth
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 198
- Offices listed on AdvisorFinder:
- 48
- Main office:
- Summit, NJ
- SEC file number:
- 801-114798
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 8, 2026
View full firm profileOther advisors at Simplicity Wealth
Showing 12 of 198 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mary Bellofatto has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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