Robert William Raimondo

Current Employers

Employment History

• 01/2012 → Present
  Belpointe Asset Management Llc
  Reno, NV
• 01/2009 → Present
  Belpointe Insurance, Llc
  Greenwich, CT
• 12/2022 → Present
  Brookwood Investment Group Llc
  Phoenix, AZ
• 02/2022 → Present
  Brookwood Insurance Group Llc
  Phoenix, AZ

Previous Registrations

• 2012-01-03 → 2023-06-30
  Belpointe Asset Management Llc
  Reno, NV
  Tempe, AZ
  Phoenix, AZ
• 2009-01-02 → 2011-12-31
  Wrp Investments, Inc.
  Youngstown, OH
  Phoenix, AZ
• 2007-02-27 → 2009-01-20
  Msi Financial Services, Inc.
  Shelton, CT
• 2006-06-12 → 2007-02-05
  Osaic Fa, Inc.
  Quincy, MA
  Waltham, MA
  Waltham, MA

Other Businesses

1). BELPOINTE INSURANCE LLC, GREENWICH, CT 06831, INVESTMENT RELATED, OWNER, STARTED COMPANY IN 2009, 10 HOURS PER WEEK DURING TRADING HOURS, DUTIES INCLUDE MANAGEMENT AND SALE OF FIXED INSURANCE PRODUCTS. 2). ACCESSPOINT-MVP MANAGER; INVESTMENT RELATED; MANAGER TO PRIVATE EQUITY FUND; MANAGER SINCE 7/2021; 10 HOURS PER WEEK DURING NON TRADING HOURS. 3). ACCESSPOINT VENTURE PARTNERS, LLC; INVESTMENT RELATED; MANAGER TO PRIVATE EQUITY FUNDS; MEMBER SINCE 07/2021; 10 HOURS PER WEEK DURING NON TRADING HOURS. 4.) BROOKWOOD INVESTMENT GROUP, LLC, INVESTMENT RELATED, 3930 E. RAY ROAD, STE. 155, PHOENIX, AZ, 85044, RIA, SINCE 12/2022, CEO & INVESTMENT ADVISOR REPRESENTATIVE; 10 HOURS PER WEEK; 0 HOURS DURING TRADING HOURS; MANAGEMENT OF RIA. 5). BELPOINTE ASSET MANAGEMENT LLC; INVESTED RELATED; 3930 E. RAY ROAD, STE 155, PHOENIX, AZ 85044; SINCE 01/2012; INVESTMENT ADVISOR REPRESENTATIVE, 10 HOURS PER WEEK; 10 HOURS DURING TRADING. 6). BROOKWOOD INSURANCE GROUP, LLC, INVESTMENT RELATED, 3930 E. RAY ROAD, STE. 155, PHOENIX, AZ, 85044; OWNER & PRODUCER, SINCE 2/2022, 4 HOURS PER WEEK DURING NON TRADING HOURS, DUTIES INCLUDE MANAGEMENT AND SALE OF FIXED INSURANCE PRODUCTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-04-06
• S63 Uniform Securities Agent State Law Examination
  2001-12-27

Other Names

• Robert William Raimondo