Garrett C Smith

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

• 07/2016 → 08/2020
  Massmutual Wisconsin
  Janesville, WI
• 07/2016 → 08/2020
  Mml Investors
  Janesville, WI
• 08/2015 → 01/2026
  University Of Wisconsin-Whitewater
  Whitewater, WI
• 09/2020 → Present
  Belpointe Asset Management
  Reno, NV

Other Businesses

1) HIGH POINT UNIVERSITY, NOT INVESTMENT RELATED, 1 UNIVERSITY PKWY HIGH POINT, NC 27268 , UNIVERSITY PROFESSOR, ASSOCIATE PROFESSOR OF FINANCE, START DATE: 01/2026, 160 HOURS PER MONTH DURING TRADING HOURS 2) DOWNTOWN WHITEWATER,INC. INV REL: N ADD: 150 W MAIN ST WHITEWATER WI 53190 NATURE: SMALL LOCAL NON-PROFIT POSITION: VOLUNTEER TREASURER START DATE: 3/1/2016 NO HRS/MO: 20 NO HRS/MO DUR TRADING: 0 3) COLLABORATIVE FUND ADVISORS, INVESTMENT RELATED, 500 DAMONTE RANCH PKWY, BLDG 700, UNIT 700, RENO, NV 89521, RIA FOR PUBLIC MUTUAL FUND and ETFs, START 04/2024, PORFOLIO MANAGER for ETF (ticker: NDOW), 50 HRS/MO DUR TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-29
• S66 Uniform Combined State Law Examination
  2018-08-17