Sarah Nicole Carr

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

• 06/2012 → Present
  Sarah Carr
  Waverly, NY
• 02/2020 → Present
  Belpointe Asset Management, Llc
  Reno, NV

Previous Registrations

• 2013-01-04 → 2013-01-04
  Sarah Carr Financial
  Stevensville, PA

Other Businesses

1). FINANCIAL THERAPY ASSOCIATION, NON-INVESTMENT RELATED, IS RUN THROUGH KANSAS STATE UNIVERSITY, BRIDGES GAP BETWEEN FINANCIAL PLANNING AND COGNITIVE BEHAVIORAL THERAPY, STARTED 06/2018, MEMBER SUPPORT, APPROX 2 HOURS PER MONTH, AFTER TRADING. 2). SARAH CARR, NON-INVESTMENT RELATED, RESIDENCE, FINANCIAL WELLNESS COACHING, APPROX 12 HOURS PER MONTH, SOME TRADING HOURS. 3). FINIAT, LLC, INVESTMENT RELATED, 27701 FORESTER DR, BONITA SPRINGS, FL 34134, FINANCIAL TECHNOLOGY, CONSULTANT, FINANCIAL TECHNOLOGY CONSULTANT, APRIL 2020, 15-20 HOURS PER MONTH, 10-15 HOURS PER MONTH DURING SECURITIES TRADING HOURS, PROVIDE TECHNOLOGY CONSULTING SERVICES TO FINANCIAL PORTFOLIO MANAGEMENT PLATFORM. 4). RRECLAMATION COLLECTIVE; NOT INVESTED-RELATED; 1769 LEXINGTON AVE N, ROSEVILLE, MN 55113; BOARD CHAIR; NON-PROFIT ORGANIZATION SUPPORTING THOSE AFFECTED BY RELIGIOUS HARM THROUGH EDUCATION AND ADVOCACY; START 05/2024; 3 HOURS PER MONTH; LESS THAN 1 HOUR PER MONTH DURING TRADING HOURS. 5). ENDLESS MOUNTAINS PRIDE; NOT INVESTED-RELATED; 321 YORK AVE, TOWANDA, PA 18848; NON PROFIT ORIGANIZATION SUPPORTING LGBTQ+ COMMUNITY SUPPORT AND EDUCATION INITIATIVES; START DATE 12/01/2024 ; 2 HOURS PER MONTH; LESS THEN ONE HOUR A MONTH DURING TRADING HOURS; TREASURER.

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-03-30

Designations

• Certified Financial Planner

Other Names

• Sarah Nicole Dewing
• Sarah Dewing
• Sarah Bresee
• Sarah Nicole Bresee
• Sarah Nicole Dewing