Sachin Madhukar Borde

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

• 04/2007 → 10/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 03/2016 → 10/2022
  Bank Of America, N.A.
  Miami, FL
• 10/2022 → 10/2023
  Premia Global Advisors, Llc
  Coral Gables, FL
• 11/2023 → Present
  Belpointe Asset Management, Llc
  Reno, NV

Previous Registrations

• 2022-10-20 → 2023-10-12
  Premia Global Advisors, Llc
  Coral Gables, FL
• 2007-04-18 → 2022-10-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Pennington, NJ
  Pennington, NJ
  Pennington, NJ
  New York, NY
  Miami, FL
• 2005-12-20 → 2006-11-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jersey City, NJ
  Summit, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-12-17
• S63 Uniform Securities Agent State Law Examination
  2004-03-03