John Thomas Dwyer

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

• 05/2012 → 10/2021
  Integro
  San Francisco, CA
• 02/2016 → 09/2018
  Fairway Financial Llc
  Danville, CO
• 09/2014 → 08/2021
  Stonecastle
  Danville, CA
• 10/2016 → 09/2018
  Lynx Capital, Lllc
  Moraga, CA
• 09/2018 → Present
  Belpointe Asset Management, Llc
  Phoenix, AZ
• 09/2018 → Present
  Belpointe Insurance, Llc
  Greenwich, CT
• 10/2021 → Present
  Diable Valley Insurance
  Walnut Creek, CA

Previous Registrations

• 2016-04-15 → 2018-09-12
  Fairway Financial Llc
  Danville, CA
• 2013-06-12 → 2014-09-02
  Capital Financial Services, Inc.
  Minot, ND
  Danville, CA
• 2010-10-13 → 2011-06-14
  Allstate Financial Advisors, Llc
  Hayward, CA
• 2010-05-17 → 2010-09-16
  United Capital Financial Advisors
  San Francisco, CA
• 2006-06-01 → 2010-05-28
  Wells Fargo Investments, Llc
  Walnut Creek, CA
  San Francisco, CA
  Walnut Creek, CA
  Walnut Creek, CA
  Concord, CA
  Danville, CA
• 2003-10-28 → 2006-06-02
  Banc Of America Investment Services, Inc.
  Walnut Creek, CA
  Walnut Creek, CA
  Moraga, CA

Other Businesses

1). Belpointe Insurance Inc; investment related; Greenwich, CT ; insurance sales, insurance broker; 09/2018; approximately 5 hours per month all during securities trading hours. 2). Private Money Bancorp DBA Coast Capital; investment-related; 62 Incline Green Ln, Alamo, CA 94507; mortgage originator for local office only; mortgage advisor; 10/2022; approximately 2 hours per month all during securities trading hours. 3). Diablo Valley Insurance; investment related,185 Lennon Lane #200, Walnut Creek, CA 94598; commercial/personal insurance; insurance broker; 10/2022; approximately 160 hours per month all during securities trading hours. 4). Original Joe's Walnut Creek, investment related, 1300 S Main Street Walnut Creek, CA 94596, Restaurant, Investor/Owner, Start: 10/2025, 0.5 hours per month during trading hours

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-03-13
• S66 Uniform Combined State Law Examination
  1999-12-09

Other Names

• John Thomas Dwyer
• John Dwyer
• John T Dwyer