JC
JC

Joseph Michael Cellitti

9 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
38 advisors
Number of Clients
221 clients
Average Client Portfolio
$845K average
Assets Under Management
$186.8M

Fee Structure

Minimum Investment:$50K
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Location

2150 Post Road, Suite 301, Fairfield, CT, 06824

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Joseph is an investment adviser representative of HJ Sims Capital Management, dedicating minimal time to this role. He primarily provides customized investment management services to high-net-worth individuals and associated entities.

Employment History
Current Registrations
Herbert J. Sims Capital Management, INC.
February 2025 - Present · 1 yr
Herbert J. Sims & CO, INC.Broker
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Argentis Advisors, INC.
April 2018 - December 2024 · 6 yrs 8 mos
Securevest Financial GroupBroker
March 2018 - February 2025 · 6 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2016 - January 2018 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2016 - January 2018 · 1 yr 6 mos
Securevest Financial GroupBroker
August 2014 - February 2015 · 6 mos
State Registrations1 state
NJ
AdvisorBrokerBoth
Exams
No exam information available for this advisor.