Joseph A. Belli

IMPACTADVISOR LLC

SF, CA 94123

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CRD#: 7827474

Professional summary

Joseph Antonio Belli, who also goes by Tony Belli, is a registered financial advisor currently at IMPACTADVISOR LLC located in Sf, California.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Joseph has worked at 1 firm and has passed the Series 65 and Series 34 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tony Belli

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Pranger Law PC; not investment related; 88 Guy Place Suite 405, San Francisco, CA 94105; Law Firm; Director of Finance and Operations; 09/2022; 120 hours a month devoted; direct operations, financial reporting and analysis. 2. NorCal Bay Realty, DRE Broker number 01411066.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Antonio Belli's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 3, 2023 - Present

IMPACTADVISOR LLC

Office #1: 2030 Union St Ste 205, Sf, CA 94123

RIA

CRD#: 175155

SF, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(11/3/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/17/2022

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 34

Date: 1/24/2012

Retail Off-Exchange FOREX Examination

Current Firm

IMPACTADVISOR LLC

CRD#: 175155 / SEC#:

California

Registered Investment Advisory firm - (6/11/2015 Approved)

Texas

Registered Investment Advisory firm - (4/8/2022 Conditional Restricted)

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Contact information

Main Address

2030 Union St Ste 205, Sf, CA 94123

Mailing Address

Phone number

(650) 200-0028

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	185
AUM (Assets Under Management)	$ 74,995,919

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Joseph A. Belli

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Antonio Belli's CRS (Customer Relationship Summary).

Certified licenses

Experience

IMPACTADVISOR LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/17/2022

Series 34

Date: 1/24/2012

Current Firm

IMPACTADVISOR LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

IMPACTADVISOR LLC

TRUST BUT VERIFY

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