Nathan Caleb Lewis

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

• 04/2014 → 11/2016
  Purshe Kaplan Sterling Investments
  Albany, NY
• 05/2014 → 11/2016
  Reutemann Financial Solutions, Inc.
  Rockville, MD
• 05/2014 → 11/2016
  Research Financial Strategies
  Urbana, IL
• 11/2016 → 08/2018
  Triad Advisors, Inc.
  Norcoss, GA
• 08/2018 → Present
  Belpointe Asset Management, Llc
  Reno, NV

Previous Registrations

• 2016-11-29 → 2018-08-22
  Triad Advisors Llc
  Champaign, IL
  Champaign, IL
  Atlanta, GA
• 2014-05-07 → 2016-11-29
  Research Financial Strategies
  Urbana, IL
  Rockville, MD
• 2013-06-12 → 2014-05-21
  First Allied Advisory Services, Inc.
  Urbana, IL

Other Businesses

Iron Bull Tax Pros, LLC, non-investment related, same address as branch, Tax planning and returns preparation, 8 hours per week total during trading hours, providing return preparations and tax planning to clients by outsourcing services to CPAs.

Exams

• S66 Uniform Combined State Law Examination
  2013-01-24

Designations

• Certified Financial Planner

Other Names

• Nate Lewis