Joseph F Schreck

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

• 12/2008 → 12/2016
  Aig
  Branford, CT
• 03/2009 → 12/2016
  Bard Financial Services
  Branford, CT
• 01/2017 → Present
  Belpointe Asset Management, Llc
  Reno, NV

Previous Registrations

• 2009-02-24 → 2016-12-31
  Bard Financial Services, Inc.
  Branford, CT

Other Businesses

1)INDEPENDENT INSURANCE PRODUCER, INVESTMENT RELATED, 110 WASHINGTON AVENUE, NORTH HAVEN, CT 06473 LIFE, HEALTH & FIXED ANNUITIES INSURANCE SALES. 01/03/2017 APPROX 5 HOURS PER MONTH, APPROX 5 HOURS PER MONTH DURING SECURITIES TRADING 2) NOTRE DAME HIGH SCHOOL LOYALTY AND ENDOWMENT, 1 NOTRE DAME WAY WEST HAVEN, CT 06516, ENDOWMENT FUND, PRESIDENT, 05/2018, APPROXIMATELY 5 HOURS PER MONTH, APPROXIMATELY 2 HOURS PER MONTH DURING SECURITIES TRADING

Exams

• S66 Uniform Combined State Law Examination
  2009-01-22

Designations

• Certified Financial Planner

Other Names

• Joseph F Schreck
• Joseph F Schreck