Elissa Patricia Schwartz

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

• 10/2014 → 11/2018
  Nylife Securities, Llc
  Providence, RI
• 09/2014 → 11/2018
  New York Life Insurance Co
  Providence, RI
• 08/2000 → Present
  Beau Coeur Equestrian
  Warren, RI
• 04/2017 → 11/2018
  Eagle Strategies Llc
  Johnston, RI
• 09/2018 → 01/2020
  Mass Mutual Life Insurance Company
  Warwcik, RI
• 11/2018 → 01/2020
  Mml Investors Services
  Warwick, RI
• 01/2020 → Present
  Belpointe Insurance, Llc
  Greenwich, CT
• 01/2020 → Present
  Belpointe Asset Management, Llc
  Reno, NV
• 06/2020 → Present
  Apercu Business Advisors
  Rochester, MA

Previous Registrations

• 2018-11-28 → 2020-01-31
  Mml Investors Services, Llc
  West Warwick, RI
• 2017-04-27 → 2018-12-10
  Eagle Strategies Llc
  Johnston, RI

Other Businesses

1). Insurance Sales; investment-related; 119 Dexter Ln., Rochester, MA 02770; insurance broker; since 01/2020; 20 hours per month, mostly during securities trading hours. 2). Apercu Business Advisors LLC; not investment-related, 119 Dexter Lane, Rochester, MA 02770 ; business valuation / tax prep and filing firm; owner/consultant; since 3/23/2020; approximately 20-40 hours per month (seasonal), none during trading hours; review and determine business valuations and tax/filing prep. 3). Harbour Master Property Management LLC, not investment related, 119 Dexter Ln Rochester, MA 02770, HOA property management company, Business manager, Start Date 04/2025, 3 hours per month, none during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-04-24
• S63 Uniform Securities Agent State Law Examination
  2014-11-24