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Daniel Robert Morris

Belpointe Asset Management LLC

Reno, NV

Greenwich, CT

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Current Employers
Belpointe Asset Management Llc

500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2015-12-24
  • CT RA
    APPROVED
    Since 2015-12-24

Branch Locations

500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States

255 Glenville Ave, Greenwich, CT 06831 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Just Write Inc. Stamford CT 02/2010 12/2019
Belpointe Asset Management, Llc Reno NV 11/2015 Present
Previous Registrations
Other Businesses

1.) INSURANCE SALES; INVESTMENT-RELATED; 255 GLENVILLE, GREENWICH, CT 06830; SALES OF INSURANCE PRODUCTS; BROKER; SINCE 11/2015; APPROX 10 HOURS PER MONTH ALL DURING SECURITIES TRADING HOURS; INSURANCE SALES THROUGH VARIOUS CARRIERS. 2). STAMFORD OLD TIMERS ATHLETIC ASSOCIATION; NOT INVESTMENT-RELATED; NON-PROFIT BOARD; BOARD MEMBER; SINCE 01/2022; 1 HOUR PER MONTH DURING NON-SECURITIES TRADING HOURS; PROVIDES SCHOLARSHIPS TO VARIOUS STUDENT-ATHLETES AND YOUTH SPORTS ORGANIZATIONS IN STAMFORD, CT. 3). BIRCHTREE PERFORMANCE HR; NOT INVESTMENT-RELATED; 91 ASPEN LANE, STAMFORD, CT 06903; HR TRAINING; PARTNER; 01/2024; 5 HOURS PER MONTH; 2 HOURS DURING TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-09-16
  • S66 Uniform Combined State Law Examination
    2011-09-16

View on SEC IAPD

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