William Raymond White

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

• 03/2000 → 10/2017
  National Planning Corp
  Tarrytown, NY
• 01/2002 → 09/2017
  Calder Service Systems
  Tarrytown, NY
• 07/2013 → 10/2017
  Lexco Wealth Management Inc
  Tarrytown, NY
• 10/2017 → Present
  Belpointe Asset Management, Llc
  Reno, NV

Other Businesses

1. Belpointe Insurance, LLC/Belpointe Speciality Insurance, LLC, investment- related, Greenwich, CT, Fixed insurance sales, start 10/2017, 5 hours per month during trading, salesperson. 2. Life settlements; investment-related; 120 White Plains Rd, Tarrytown, NY 10591; selling in-force insurance policies on the open market ; principal; 03/2024; 8 hours per month during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-06-21
• S63 Uniform Securities Agent State Law Examination
  2014-07-08