Todd M Blazei

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

• 08/2020 → Present
  Belpointe Asset Management
  Reno, NV
• 08/2015 → 06/2020
  Fiserv, Inc.
  Brookfield, WI

Other Businesses

1) Eagle Eye LLC, Non Investment Related 249 Pawling Avenue Hartland, WI Human Resources consulting firm, sole proprietor, 4 Hours Per Month, 0 Hours per month during Securities Trading, Human Resources focusing on Compensation & Benefits Consulting. 2) Redwood Financial Strategies, same address as branch, investment related, DBA name for investment advisory and insurance business. 160 hours during trading. 3) Great Midwest Bank, 15900 W. Bluemound Rd, Brookfield, WI 53005, investment related, retail banking institution, start 01/2024, board of directors, 2 hours per month outside of trading hours. 4) The Lutheran High School Association of Greater Milwaukee; investment-related; 249 Pawling Avenue, Hartland, WI 53029; board of directors; director; start 08/2023; 2 hours per month outside of trading hours; serve on investment committee and board of directors.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-09-10