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William Gifford Mccormick

Belpointe Asset Management LLC

Rome, NY

Reno, NV

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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
NY RA APPROVED 2021-08-10
  • NY RA
    APPROVED
    Since 2021-08-10

Branch Locations

107 West Liberty Street, Rome, NY 13440 • 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
Belpointe Asset Management, Llc Reno NV 07/2019 Present
Advisory Services Network Atlanta GA 01/2016 06/2019
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
Other Names
  • Bill Mccormick
  • William Gifford Mccormick
  • Bill Mccormick

View on SEC IAPD

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