Michael Alexander Goldenberg

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

• 01/2006 → 02/2019
  Mb Financial
  Lincolnwood, IL
• 12/2011 → 04/2025
  Cetera Investment Services Llc
  St. Cloud, MN
• 01/2014 → 04/2025
  Cetera Investment Advisers Llc
  Northfield, IL
• 04/2025 → Present
  Belpointe Asset Management Llc
  Reno, NV

Previous Registrations

• 2014-01-21 → 2025-04-01
  Cetera Investment Advisers Llc
  Lincolnwood, IL
  Oakbrook, IL
  Oakbrook, IL
  Northfield, IL
• 2011-12-06 → 2014-01-21
  Cetera Investment Services Llc
  Morton Grove, IL
  Lincolnwood, IL
  Skokie, IL
  Morton Grove, IL
  Oakbrook, IL
  Oakbrook, IL
  Northfield, IL
• 2006-01-26 → 2009-09-03
  Vision Asset Management Inc
  Lincolnwood, IL
• 2005-02-28 → 2005-11-02
  Ameriprise Financial Services, Llc
  Chicago, IL

Other Businesses

1.) AFIN Risk Management LLC, investment related, tax entity created to receive insurance commissions, owner, start 2022, 0 hours per month, no operational functions. 2.) Jewish United Foundation; non investment related, 30 S. Wells Street, Chicago, IL 60606, Board member, non-profit organization, 4 hours per month outside of trading hours, start 2022. 3.) Independent Insurance Agent, investment related, 1 Northfield Plaza, Suite 521 Northfield, IL 60093, Sales of Fixed Insurance, Insurance Agent 4.) Book, non investment related, 1 Northfield Plaza, Suite 521 Northfield, IL 60093, Book, Author, Start Date 11/26/2025, 0 hours during trading hours. 5.) Collaborative Funds Advisors LLC, Investment Related, RIA, Reno, NV, Start 12/2025, Portfolio Manager for PL Growth and Income ETF (TICKER: PLGI), 20 hours per month during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2005-02-25

Designations

• Certified Financial Planner