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Rick Melvin Stein

Belpointe Asset Management LLC

Rancho Mirage, CA

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
CA RA APPROVED 2020-12-23
  • CA RA
    APPROVED
    Since 2020-12-23

Branch Locations

Rancho Mirage, CA • 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
Sc Capital Advisors Palm Desert CA 10/2001 07/2018
Sc Capital Advisors Rancho Mirage CA 07/2018 12/2020
Belpointe Asset Management, Llc Reno NV 12/2020 Present
  • 10/2001 → 07/2018
    Sc Capital Advisors
    Palm Desert, CA
  • 07/2018 → 12/2020
    Sc Capital Advisors
    Rancho Mirage, CA
  • 12/2020 → Present
    Belpointe Asset Management, Llc
    Reno, NV
Previous Registrations
  • 2019-06-20 → 2020-12-31
    Sc Capital Advisors
    Rancho Mirage, CA
  • 2001-11-05 → 2019-06-21
    Sc Capital Advisors
    Rancho Mirage, CA
  • 2001-11-05 → 2005-12-31
    Sc Capital Advisors
    Palm Desert, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-08-03
  • S65 Uniform Investment Adviser Law Examination
    1995-08-03
Other Names
  • Rick Stein

View on SEC IAPD

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