William Gifford Mccormick

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

• 07/2019 → Present
  Belpointe Asset Management, Llc
  Reno, NV
• 01/2016 → 06/2019
  Advisory Services Network
  Atlanta, GA

Other Businesses

1. Vlawsity, investment related, 200 East Garden Street Rome, NY 13440, Personal Investment in DIY Estate Planning Business, Investor, Start Date 02/2024, 0 hours per month. 2. Chatham Street Consulting Services, LLC, non-investment related, 200 East Garden Street, Suite 200, Rome, NY 13440, consulting company, started 08/2021, 5 hours per month outside of trading hours, CFO consulting services. 3. St. Peter's Church, non-investment related, 200 North James Street, Rome, NY 13440, Catholic Church, Finance Committee Member, start 04/2023, less than 1 hour per month outside of trading hours. 4. Liberty Street Opportunity Zone Fund, LLC, investment related, 107 West Liberty St, Rome, NY 13440, Single commercial property investment, start 4/2023, co-managing member, 1 hour per month outside of trading hours. 5. Collaborative Fund Services, LLC, investment-related, 500 Damonte Ranch Pkwy, Bldg 700, Unit 700, Reno, NV 89521, public and private fund administrator, start 2022, accounting and tax review and consulting services, 5 hours per month during trading hours. 6. Chatham Street Tax & Accounting, LLC; investment-related; 107 West Liberty St, Rome, NY 13440; Accounting, bookkeeping, tax preparation and planning; owner; 40 hours+ per month mostly during securities trading hours.

Designations

• Chartered Financial Analyst

Other Names

• Bill Mccormick
• William Gifford Mccormick
• Bill Mccormick