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Current Employers
Belpointe Asset Management Llc

500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-07-07
  • CT RA
    APPROVED
    Since 2025-07-07

Branch Locations

110 Washington Avenue 3Rd Floor, North Haven, CT 06473 • United States

500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Schreck Wealth Management Llc North Haven CT 07/2024 Present
Yale New Haven Health Continuum New Haven CT 02/2016 Present
Belpointe Asset Management Llc Reno NV 07/2025 Present
  • 07/2024 → Present
    Schreck Wealth Management Llc
    North Haven, CT
  • 02/2016 → Present
    Yale New Haven Health Continuum
    New Haven, CT
  • 07/2025 → Present
    Reno, NV
Other Businesses

Yale New Haven Health Continuum, Not Investment Related, 109 Legion Ave. New Haven, CT 0651, Non-profit Healthcare System, Occupational Therapist, Start Date 02/2016, 136 hours per month; 80 hours during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-07
  • S65 Uniform Investment Adviser Law Examination
    2025-07-07

View on SEC IAPD

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