John Ronald Masciandaro

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

• 04/2013 → 10/2017
  National Planning Corporation
  El Segundo, CA
• 11/2017 → 11/2017
  Lpl Financial Llc
  Tarrytown, NY
• 11/2017 → Present
  Belpointe Asset Management, Llc
  Reno, NV

Previous Registrations

• 2017-11-29 → 2017-12-13
  Lpl Financial Llc
  Tarrytown, NY
• 2015-10-13 → 2017-11-29
  National Planning Corporation
  Warren, NJ
  Tarrytown, NY

Other Businesses

1. Fixed Insurance Sales, investment related, same address as branch, sales of fixed insurance products, since September 2020, under 5 hours per month, recommend and sell insurance products when needed as part of a client's holistic financial plan. 2. Life settlements; investment-related; 120 White Plains Rd, Tarrytown, NY 10591; selling in-force insurance policies on the open market ; agent; 03/2024; 8 hours per month during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2015-09-21

Designations

• Certified Financial Planner