Next-Gen + Best-in-State · rank 56 · Garden City, New York · listed firm: Morgan Stanley Wealth Management
Identity & firm
- Firm — Morgan Stanley Wealth Management (high)
- “Joseph Sefaradi is an Executive Director and Financial Advisor with The Horowitz Bodner Sefaradi Group at Morgan Stanley.” — firm_official
- “"firmName": "MORGAN STANLEY", "iaOnly": "N", "registrationBeginDate": "11/10/2022"” — sec_finra_regulatory
- Parent company — Morgan Stanley (high)
- “"firmId": 149777, "firmName": "MORGAN STANLEY"” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “"firmName": "MORGAN STANLEY", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE", "iaSECNumber": "70103", "iaSECNumberType": "801", "bdSECNumber": "68191"” — sec_finra_regulatory
- Team name — The Horowitz Bodner Sefaradi Group (high)
- “Joseph Sefaradi is an Executive Director and Financial Advisor with The Horowitz Bodner Sefaradi Group at Morgan Stanley.” — firm_official
- Team size — 9 (medium)
- “#### About Mark (Naftali) Horowitz” — firm_official
- “Anthony Caliendo is a Wealth Management Associate with The Horowitz Bodner Sefaradi Group at Morgan Stanley.” — firm_official
- CRD — 5987228 (high)
- “"basicInformation": {"individualId": 5987228, "firstName": "JOSEPH", "lastName": "SEFARADI", "otherNames": [], "bcScope": "Active", "iaScope": "Active", "daysInIndustryCalculatedDate": "11/4/2011"}” — sec_finra_regulatory
- Years experience — 14 (high)
- “"daysInIndustryCalculatedDate": "11/4/2011"” — sec_finra_regulatory
- “In 2011, he joined JP Morgan Securities, where he served as a Private Banker from 2011 to 2014 before transitioning to the role of Financial Advisor until 2022.” — firm_official
- Designations — other:CPA (former) (high)
- “As a former Certified Public Accountant (CPA), Joseph today equips clients with a unique depth of insight to help them preserve their wealth and strive toward their goals.” — firm_official
- “Securities Agent: DE, WA, GA, FL, CA, VA, TX, PA, IL, AR, NV, MA, CO, NJ, NC, AZ, IN, NY, MI, MD, CT, UT, PR, MT, WY; General Securities Representative; Investment Advisor Representative” — firm_official
Book of business
- Team AUM ($M) — 2700 (high)
- “Team Assets (Custodied): $2.7B” — forbes_shook
- Account minimum ($M) — 1 (high)
- “Minimum Account Size for New Business: $1M” — forbes_shook
- Typical client net worth ($M) — 6 (high)
- “Typical Net Worth of Relationships: $2-10M” — forbes_shook
- Client niche — multigenerational families plus founders/startup equity holders (QSBS, ISO/NSO/RSU and AMT planning) (high)
- “For families, Joseph focuses predominantly on guiding them toward their retirement and multigenerational objectives in a tax-efficient manner.” — firm_official
- “Joseph also works extensively in the entrepreneurial and startup space. Along with helping businesses optimize their corporate structuring of Qualified Small Business Stock, he guides clients through the intricacies of m” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “Securities Agent: DE, WA, GA, FL, CA, VA, TX, PA, IL, AR, NV, MA, CO, NJ, NC, AZ, IN, NY, MI, MD, CT, UT, PR, MT, WY; General Securities Representative; Investment Advisor Representative” — firm_official
- “"iaOnly": "N", "registrationBeginDate": "11/10/2022", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE"” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisor.morganstanley.com/the-horowitz-bodner-sefaradi-group (high)
- Value proposition (verbatim) — Money touches every aspect of a person's life and greatly affects their peace of mind. That is why we are dedicated to providing comprehensive wealth management services that are tailored to individualized financial goals. (high)
- “Money touches every aspect of a person’s life and greatly affects their peace of mind. That is why we are dedicated to providing comprehensive wealth management services that are tailored to individualized financial goal” — firm_official
- Differentiators — Former CPA — tax-first depth on balance sheets and after-tax returns, Founders/startup equity specialty: QSBS structuring, private shares, ISO/NSO/RSU and AMT pitfalls, Process-oriented, communicative culture with personalized investment strategy, Transparency about risk, volatility, cost and efficiency across asset classes, Deep, multigenerational client relationships built on trust, service and communication (high)
- “Here, Joseph's keen understanding of balance sheets and his commitment to maximizing after-tax returns help ensure comprehensive and straightforward financial solutions for even the most complex challenges.” — firm_official
- “The Horowitz Bodner Sefaradi Group is committed to a process-oriented, communicative culture to help you achieve your financial and life goals.” — firm_official
- Content marketing — occasional (low)
- “## Portfolio Insights” — firm_official
- Has podcast — no (medium)
- “Outside of his professional pursuits, Joseph cherishes spending time with his wife, Muriel Sefaradi, and their four daughters — Esther, Henriette, Lillian, and Gabrielle. An active member of his community, he dedicates m” — firm_official
- Books published — 0 (medium)
- “After graduating with Macaulay Honors from Brooklyn College —where he earned a dual bachelor of science degree in Accounting and Business, Management, and Finance — he began his career as a Senior Consultant at FTI Consu” — firm_official
- Linkedin url — https://www.linkedin.com/in/joseph-sefaradi-36a8705/ (medium)
- “Joseph Sefaradi - Morgan Stanley | LinkedIn” — social_or_third_party_db
- Social presence — gap: not_found_after_search
- Press awards — Morgan Stanley 2025 Masters Club, Forbes Best-In-State Wealth Advisors, New York — 2025, Forbes Best-In-State Wealth Management Teams (Horowitz Bodner Sefaradi Group) — 2024, 2025 (high)
- “Joseph has earned membership to Morgan Stanleys 2025 Masters Club, an elite group composed of the Firm’s top Financial Advisors.” — firm_official
- “The Horowitz Bodner Sefaradi Group - 2024, 2025 Forbes Best-In-State Wealth Management Team” — firm_official
Visual brand
- Has distinct logo — no (medium)
- “
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- Logo url — gap: not_found_after_search
- Visual brand notes — Standard Morgan Stanley advisor-site template: corporate navy and white, clean sans-serif, square advisor headshots, generic warm lifestyle stock photography, Forbes award badges. No team-specific mark or palette. (medium)
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