Terry Marvin Rabe

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

• 07/1987 → Present
  Terry M. Rabe, Cpa
  Dodge City, KS
• 10/2011 → 04/2017
  Tuttle Wealth Management, Llc
  Stamford, CT
• 04/2017 → Present
  Belpointe Asset Management, Llc
  Greenwich, CT

Previous Registrations

• 2012-07-20 → 2017-04-13
  Tuttle Wealth Management, Llc
  Stamford, CT

Other Businesses

TERRY M. RABE, CPA~'NIR'~2500 CENTRAL AVE~SUITE F~DODGE CITY~KS~67801~TAX PREPARATION/ACCOUNTING~OWNER/SOLE PROPRIETER~12/2009~170HRS~120HRS~TAX RETURN PREPARATION & REVIEW, FINANCIAL STATEMENT PREPARATION & REVIEW, OFFICE MGMT.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-07-19
• S63 Uniform Securities Agent State Law Examination
  1999-09-16