Mark Alan Borough

Employer firm

Belpointe Asset Management LLC CRD 143440

$7.58B regulatory AUM 109 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2007 → Present
  Borough Annuity And Insurance Center, Inc
  Weslake Villiage, CA
• 07/2009 → Present
  Borough Wealth Management
  Weslake Villiage, CA
• 06/2016 → 04/2017
  Total Advisor Network, Llc
  Thousand Oaks, CA
• 04/2016 → Present
  Belpointe Asset Management, Llc
  Greenwich, CT
• 04/2016 → Present
  Belpointe Insurance, Llc
  Greenwich, CT
• 10/2013 → Present
  Tax Advisory Consortium, Inc
  Weslake Villiage, CA
• 10/2020 → Present
  Orion-Collaborative, Inc.
  Westlake Village, CA

Previous Registrations

• 2016-06-09 → 2017-04-19
  Columbia Advisory Partners, Llc
  Weslake Village, CA
• 2011-02-22 → 2016-04-20
  Cetera Wealth Services, Llc
  Livermore, CA
  Woodland Hills, CA
  Thousand Oaks, CA
• 2009-07-31 → 2011-02-11
  Qa3 Financial Llc
  Woodland Hills, CA
  Omaha, NE
• 2007-07-27 → 2008-12-31
  Transamerica Financial Advisors, Llc
  Thousand Oaks, CA
  Gold River, CA
  Woodland Hills, CA
• 2006-06-08 → 2007-01-31
  1717 Capital Management Company
  Woodland Hills, CA
  Los Angeles, CA
  Los Angeles, CA
• 2004-09-20 → 2006-03-24
  Mml Investors Services, Llc
  Westlake Village, CA
  Westlake Village, CA
• 2002-11-07 → 2004-06-30
  Osaic Fa, Inc.
  Westlake Village, CA

Other Businesses

1. BOROUGH ANNUITY AND INSURANCE CENTER, INC.; INVESTMENT RELATED; 4607 LAKEVIEW CANYON ROAD, WESTLAKE VILLAGE, CA 91361; INSURANCE AGENCY AND BROKERAGE; POSITION: PRESIDENT & CEO; 3 TOTAL HOURS PER WEEK, 0 DURING TRADING HOURS 2. TAX ADVISORY CONSORTIUM, INC NON INVESTMENT RELATED: 4607 LAKEVIEW CANYON RD, SUITE 457, WESTLAKE VILLAGE, CA 91361 NATURE OF BUSINESS: TAX PREP. BOOKKEEPING START DATE: 10/2013, CEO, 3 TOTAL HOURS PER WEEK, 0 DURING TRADING HOURS. ACCOUNTING SERVICES, 3. ORION-COLLABORATIVE, INC. NON-INVESTMENT RELATED, 4607 LAKEVIEW CANYON RD, SUITE 457, WESTLAKE VILLAGE, CA 91361, PROFESSIONAL SERVICE PROVIDER AND ADVISOR PEER NETWORK, PRESIDENT SINCE 10/2020, 10 TOTAL HOURS PER WEEK, 0 DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-03-20
• S63 Uniform Securities Agent State Law Examination
  1989-04-18