Garrett John Devine

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

• 04/2016 → 12/2018
  Kestra Financial Services, Inc.
  Austin, TX
• 12/2018 → Present
  Belpointe Asset Management, Llc
  Reno, NV
• 12/2018 → 04/2023
  Belpointe Insurance, Llc
  Greenwich, CT

Previous Registrations

• 2016-04-19 → 2018-12-11
  Kestra Advisory Services, Llc
  Austin, TX
  Beverly Hills, CA
• 2014-03-28 → 2016-09-22
  Kestra Investment Services, Llc
  Westlake Village, CA
  Beverly Hills, CA
  Austin, TX
• 2011-01-03 → 2014-04-09
  Wells Fargo Clearing Services, Llc
  Beverly Hills, CA
  Minneapolis, MN
• 2010-11-09 → 2011-01-03
  Wells Fargo Investments, Llc
  Beverly Hills, CA
• 2001-01-30 → 2007-06-18
  Ubs Financial Services Inc.
  Houston, TX
  Houston, TX
  Weehawken, NJ

Other Businesses

1.) Sales of life and long term care insurance; investment-related; 9255 Sunset Blvd, Suite 1100 West Hollywood, CA 90069; insurance sales; agent; 01/2020; 2 hours per month; 0 hours per month during securities trading hours; sales of life and long term care insurance.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-11
• S63 Uniform Securities Agent State Law Examination
  1998-09-09

Other Names

• Garrett John Devine