Gregory Hasbrouck Skidmore

Current Employers

Employment History

• 02/2007 → 06/2021
  Belpointe Asset Management, Llc
  Reno, NV
• 12/2020 → 03/2023
  Fortis Capital Advisors, Llc
  Reno, NV
• 06/2021 → Present
  Belpointe Asset Management, Llc
  Reno, NV

Previous Registrations

• 2005-06-13 → 2007-03-19
  Citigroup Global Markets Inc.
  Greenwich, CT
  Greenwich, CT

Other Businesses

OTHER BUSINESS ACTIVITIES ARE RELATED TO GREGORY SKIDMORE'S FINANCIAL PRACTICE 1) Belpointe Specialty Insurance, LLC, investment-related, 255 Glenville Ave, Greenwich, CT 06831, Brokerage of all forms of insurance products with a concentration on property and casualty, start date -01/2014, indirect owner. 2) Crest Risk Management, LLC, investment-related, start date 06/2018, 255 Glenville Ave, Greenwich, CT 06831, Sale of insurance products such as traditional insurance and annuities products, partial owner. 3) COLLABORATIVE INVESTMENT SERIES TRUST, INVESTMENT-RELATED, 500 DAMONTE RANCH PKWY, BLDG 700, UNIT 700, RENO, NV 89521, PRESIDENT AND CHAIRMAN, SINCE 12/2018, OVERSEES APPROVAL AND FORMATION OF MUTUAL FUNDS AND EXCHANGE TRADED FUNDS. APPROX 2 HOURS PER MONTH, NOT TYPICALLY DURING TRADING HOURS. 4). THE COLLABORATIVE FUND SERVICES, LLC 500 DAMONTE RANCH PKWY, BLDG 700, UNIT 700, RENO, NV 89521, INVESTMENT-RELATED, ADMINISTRATION OF MUTUAL FUNDS, EXCHANGE TRADED FUNDS AND OTHER INVESTMENT VEHICLES, SINCE 12/2018, OWNER/CEO. 5) SKIDMORE PROPERTIES, INVESTMENT RELATED, INCLINE VILLAGE, NV, REAL ESTATE INVESTING AND MANAGEMENT, 4 HOURS/MONTH, MANAGER. 6) COLLABORATIVE OFFICE SERVICES, NON-INVESTMENT RELATED, 500 DAMONTE RANCH PKWY, BLDG 700, UNIT 700, RENO, NV 89521, BUSINESS PROVIDES OFFICE SERVICES TO SMALL BUSINESSES, 2 HOURS/MONTH, CEO/Owner. 7) BELPOINTE SERVICES, LLC, INVESTMENT RELATED, 500 DAMONTE RANCH PKWY, BLDG 700, UNIT 700, RENO, NV 89521, BUSINESS PROVIDES SUPPORT SERVICES TO OTHER RIAS AND SMALL BUSINESSES, 40 HOURS/MONTH, CEO/Owner. 8) COLLABORATIVE RETIREMENT TRUST, INVESTMENT RELATED, 500 DAMONTE RANCH PKWY, BLDG 700, UNIT 700, RENO, NV 89521, OVERSEES A MULTIPLE EMPLOYER RETIREMENT PLAN, 2 HOURS/MONTH, TRUSTEE. 9) Ski Team Coach, non-investment related, Incline Village, NV, coach for children's ski team, start date 2022, coach, 50 hours/ month not during trading hours. 10) Fund Asset Managers, LLC, investment-related, 500 Damonte Ranch Pkwy, Reno, NV 89521, start date 03/2023, exempt reporting firm advising private funds, 1 hour per month during trading hours, Chief Executive Officer/owner. 11) Collaborative Fund Advisors, LLC, investment-related, 500 Damonte Ranch Pkwy, Reno, NV 89521, start date 06/2023, an SEC-registered related investment advisory firm that advises assorted publicly-traded funds and ETFs, 3 hours per month during trading hours, Chief Executive Officer/owner. 12) Collaborative Insurance Services, LLC, investment-related, 500 Damonte Ranch Pkwy, Reno, NV 89521, start date 07/2023, an insurance brokerage company for sales of fixed insurance products, owner, 3 hours per month during trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-08-19
• S65 Uniform Investment Adviser Law Examination
  2005-06-06

Other Names

• Gregory H Skidmore