Anthony Caliendo
Wealth Management Associate
Phone:
(516) 227-6120(516) 227-6120
Joseph Sefaradi
Executive Director,
Financial Advisor,
Senior Portfolio Management Director,
Founders Specialist,
Lending Specialist
Direct:
(212) 401-0566(212) 401-0566
Direct:
(917) 227-6029(917) 227-6029
Industry Award WinnerMy Mission Statement
Integrity. Empathy. Stewardship. We bring these values to your financial life to help secure your legacy for generations.
My Story and Services
Joseph Sefaradi is an Executive Director and Financial Advisor with The Horowitz Bodner Sefaradi Group at Morgan Stanley. With a distinctive background in accounting and a deep commitment to his clients’ vision for the future — Joseph helps families make informed decisions, simplify their financial life, and secure their legacy for generations to come. Joseph has been named to the Best In State Wealth Advisors in New York state list by Forbes in 2025. Additionally, he has been awarded Forbes Top Next-Gen Wealth Advisor for 2024 & 2025. The group has been awarded Best In State Wealth Management teams in the New York State by Forbes in both 2024 & 2025.
Prior to joining Morgan Stanley, Joseph honed his skills and industry knowledge at other esteemed institutions. 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 Consulting. 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. 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. Joseph has earned membership to Morgan Stanleys 2025 Masters Club, an elite group composed of the Firm’s top Financial Advisors. The appointment recognizes Josephs consistent creativity and excellence in providing a wide range of investment products and wealth management services to his clients.
For families, Joseph focuses predominantly on guiding them toward their retirement and multigenerational objectives in a tax-efficient manner. Over the years, he has helped many different types of clients achieve an even wider array of goals. While this experience-backed knowledge is an invaluable asset for clients, Joseph prides himself above all on the lifelong relationships he builds with every client based on trust, service, and communication.
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 managing private shares. In particular, he helps them avoid potential pitfalls of Alternative Minimum Tax — whether triggered by Incentive Stock Options, Non-Qualified Stock Options, or Restricted Stock Units. 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.
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 much of his free time to volunteering with organizations affiliated with his local synagogue and other nonprofit entities.
Source: Forbes.com (2024, 2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Source: Forbes.com (2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Forbes Best-In- State Wealth Advisors
2024 & 2025 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State(formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2024). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Prior to joining Morgan Stanley, Joseph honed his skills and industry knowledge at other esteemed institutions. 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 Consulting. 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. 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. Joseph has earned membership to Morgan Stanleys 2025 Masters Club, an elite group composed of the Firm’s top Financial Advisors. The appointment recognizes Josephs consistent creativity and excellence in providing a wide range of investment products and wealth management services to his clients.
For families, Joseph focuses predominantly on guiding them toward their retirement and multigenerational objectives in a tax-efficient manner. Over the years, he has helped many different types of clients achieve an even wider array of goals. While this experience-backed knowledge is an invaluable asset for clients, Joseph prides himself above all on the lifelong relationships he builds with every client based on trust, service, and communication.
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 managing private shares. In particular, he helps them avoid potential pitfalls of Alternative Minimum Tax — whether triggered by Incentive Stock Options, Non-Qualified Stock Options, or Restricted Stock Units. 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.
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 much of his free time to volunteering with organizations affiliated with his local synagogue and other nonprofit entities.
Source: Forbes.com (2024, 2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Source: Forbes.com (2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Forbes Best-In- State Wealth Advisors
2024 & 2025 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State(formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2024). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Services Include
- Portfolio Management
- Investment Strategies for Family Offices
- Wealth ManagementFootnote1
Securities Agent: NY, MI, MD, CT, NV, MA, DE, CO, NJ, NC, AZ, IN, UT, PR, GA, FL, CA, VA, TX, PA, IL, WA; General Securities Representative; Investment Advisor Representative
NMLS#: 600489
NMLS#: 600489
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
What Sets Us Apart
We begin each new client relationship by gaining a thorough understanding of present and future financial goals.
Our team spends a lot of time probing—analyzing expenses and identifying the hidden effects of inflation—to arrive at a realistic understanding of the income streams that clients will require over time.
Utilizing a bank of questions developed from our many years of wealth management experience, we carefully assess risk tolerance and volatility concerns. These inputs inform our process as we create tailored and risk-adjusted personalized investment strategies.
Our approach is extremely straightforward—we tell clients what they need to hear, not always what they want to hear. And by educating our clients about every element of their individualized portfolios, we help ensure they fully comprehend the financial plans we have developed.
Our team spends a lot of time probing—analyzing expenses and identifying the hidden effects of inflation—to arrive at a realistic understanding of the income streams that clients will require over time.
Utilizing a bank of questions developed from our many years of wealth management experience, we carefully assess risk tolerance and volatility concerns. These inputs inform our process as we create tailored and risk-adjusted personalized investment strategies.
Our approach is extremely straightforward—we tell clients what they need to hear, not always what they want to hear. And by educating our clients about every element of their individualized portfolios, we help ensure they fully comprehend the financial plans we have developed.
In The Press
Joseph's consistency in delivering a personalized wealth management experience has earned recognition by his peers.
2025 Forbes Best-In-State Wealth Advisor
2024 & 2025 Forbes Top Next-Gen Wealth Advisors
2025 Masters Club
The Masters Club at Morgan Stanley recognizes outstanding performance among the firms financial advisors having met specific criteria related to performance, conduct, compliance standards, revenue, length of experience, and assets under management.
My Valued Clients
Joseph and his team serve the total financial needs of high-net-worth families and nonprofits, from managing investments to trust and estate planning, to multigenerational asset transfer. Because there’s an economic element to virtually every endeavor, we recognize that investors need a far more personalized approach, a wider strategic capacity and a deeper relationship in order to effectively accommodate the pursuit of their goals. We see ourselves as our clients’ wealth management advisors and more—we are their confidants, colleagues and advocates, immersing ourselves in every aspect of their lives.
Upcoming Firm Events
The Lessons in Leadership Virtual Event Series will continue throughout 2025.
Check back soon for details on upcoming events.
Location
1200 Franklin Avenue 2nd
Fl
Garden City, NY 11530
US
Direct:
(212) 401-0566(212) 401-0566
Meet My Team
Awards and Recognition
Forbes America's Top Next-Gen Wealth Advisors
2024-2025 Forbes America's Top Next-Gen Wealth Advisors (formerly referred to as Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors) Source: Forbes.com (Awarded 2024-2025). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
Forbes America's Top Wealth Advisors
2024-2025 Forbes America's Top Wealth Advisors Source: Forbes.com (Awarded 2024-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of the year the award was issued.
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The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Dominique Hicks, CFP®
Financial Planning Director, Vice President
Colin Brady, CFP®
Financial Planning Director, Vice President
About Dominique Hicks
Dominique Hicks is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in Western Long Island, New York. She is responsible for helping Financial Advisors with their clients' and prospects' financial planning needs.
Dominique began her career in financial services in 2015 and joined Morgan Stanley in 2022. Prior to her current position, she acquired a great deal of acclamation & recognition for her work in Private Client and Small Business at JP Morgan Chase Bank. She continued to grow as a resource and joined Merrill Lynch later as a Financial Advisor.
Dominique graduated from SUNY Old Westbury with a bachelor’s in accounting and holds her Certified Financial Planner® designation. Dominique lives in Stony Brook, NY and cherishes spending time with her loved ones. She is a loving mother of two, adores practicing yoga with her kids and volunteers as a mentor for young college women.
Dominique began her career in financial services in 2015 and joined Morgan Stanley in 2022. Prior to her current position, she acquired a great deal of acclamation & recognition for her work in Private Client and Small Business at JP Morgan Chase Bank. She continued to grow as a resource and joined Merrill Lynch later as a Financial Advisor.
Dominique graduated from SUNY Old Westbury with a bachelor’s in accounting and holds her Certified Financial Planner® designation. Dominique lives in Stony Brook, NY and cherishes spending time with her loved ones. She is a loving mother of two, adores practicing yoga with her kids and volunteers as a mentor for young college women.
About Colin Brady
Colin Brady is a Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management office at 399 Park Ave in New York City. He is responsible for helping Financial Advisors with their clients' and prospects' financial planning needs.
Colin began his career in financial services in 2011 and joined Morgan Stanley in 2022. Prior to his current position, he spent the last 5 years working as a Wealth Management Advisor with TIAA. In his time at TIAA, he advised clients in various financial planning needs such as retirement, asset management, income generation, estate & legacy planning, and charitable giving.
Colin graduated from Pace University and holds his Certified Financial Planner® designation. Colin lives in Stewart Manor, New York with his wife, Lauren, and his son, Liam. Outside of work, Colin enjoys spending time with his family, cooking and golfing.
Colin began his career in financial services in 2011 and joined Morgan Stanley in 2022. Prior to his current position, he spent the last 5 years working as a Wealth Management Advisor with TIAA. In his time at TIAA, he advised clients in various financial planning needs such as retirement, asset management, income generation, estate & legacy planning, and charitable giving.
Colin graduated from Pace University and holds his Certified Financial Planner® designation. Colin lives in Stewart Manor, New York with his wife, Lauren, and his son, Liam. Outside of work, Colin enjoys spending time with his family, cooking and golfing.
Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will act in an investment advisory capacity for thirty (30) days after the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our “Understanding Your Brokerage and Investment Advisory Relationships,” brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
Wealth Management
Global Investment Office
Portfolio Insights
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Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Rational Investing in an Age of Uncertainty
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Joseph Sefaradi today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
