William John Sutherland

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

• 06/2013 → 08/2020
  Massmutual Life Insurance Company
  Janesville, WI
• 06/2013 → 08/2020
  Mml Investors Services
  Janesville, WI
• 08/2020 → Present
  Belpointe Asset Management, Llc
  Reno, NV
• 03/2015 → Present
  Three Pillars Wealth Management, Llc
  Janesville, WI
• 01/2021 → 07/2022
  Third Seven Capital, Llc
  New York, NY

Previous Registrations

• 2013-07-12 → 2020-08-20
  Mml Investors Services, Llc
  Janesville, WI
  Madison, WI
  Loves Park, IL
• 2011-03-21 → 2013-07-15
  Robert W. Baird & Co. Incorporated
  Madison, WI

Other Businesses

1) THREE PILLARS RISK MANAGEMENT, INVESTMENT RELATED, 1 PARKER PLACE JANESVILLE, WI 53545. INSURANCE SALES, PRESIDENT, AUGUST 6, 2021, PRESIDENT, 40 HOURS PER MONTH, 40 HOURS PER MONTH DURING SECURITIES TRADING HOURS, LIFE, HEALTH INSURANCE, ANNUITIES PRODUCER. 2) SUTHERLAND FARM LLC, INV REL: N, ADDR: RESIDENTIAL ADDRESS NATURE: OTHER - FAMILY FARM, POSITION: OWNERSHIP, START: 2005, NO HRS/MO: 0, NO HRS/MO DUR TRADING: 0. 3) COLLABORATIVE FUND SERVICES LLC, RENO, NV, INVESMENT-RELATED, RIA, START 5/2024, PORTFOLIO MANAGER, SALES & MARKETING FOR THE ANYDRUS ADVANTAGE ETF (TICKER: NDOW), 40 HOURS PER MONTH DURING TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2011-03-18