Tracy Lynn Cobb

Employer firm

Brookwood Investment Group CRD 316544

$1.25B regulatory AUM

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

• 02/1999 → Present
  Cobb Cpa
  Tempe, AZ
• 10/2015 → 06/2023
  Belpointe Asset Management, Llc
  Greenwich, CT
• 06/2023 → Present
  Brookwood Investment Group Llc
  Phoenix, AZ

Previous Registrations

• 2015-10-30 → 2023-06-29
  Belpointe Asset Management Llc
  Tempe, AZ
  Reno, NV

Other Businesses

1). COBB CPA, NON INVESTMENT RELATED 1553 W. TODD SUITE 112 TEMPE AZ 85283 CPA FIRM, OWNER & CPA, SINCE 2/1999 40 HOURS PER WEEK DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-06-27