Lisa Semmes Elkins

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

• 06/2012 → 05/2017
  Tuttle Wealth Management, Llc
  Riverside, CT
• 12/2015 → Present
  Belpointe Asset Management Llc
  Reno, NV

Previous Registrations

• 2012-07-27 → 2017-05-11
  Tuttle Wealth Management, Llc
  Stamford, CT
• 2015-01-09 → 2015-11-02
  S&G Wealth Management, Llc
  Stamford, CT
  White Plains, NY
• 2014-09-18 → 2015-08-03
  Tuttle Capital Management, Llc
  Stamford, CT
  Riverside, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-07-26

Designations

• Certified Financial Planner

Other Names

• Lisa Chenoweth Semmes
• Lisa C Semmes