Nicolas John Andriotis

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

• 09/2022 → 09/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 08/2015 → 09/2022
  Chicago Public Schools
  Chicago, IL
• 09/2023 → Present
  Afin Family Wealth Management
  Oakbrook, IL
• 09/2023 → 04/2025
  Cetera Investment Services Llc
  St.CLoud, MN
• 09/2023 → 04/2025
  Cetera Investment Advisers Llc
  Oakbrook, IL
• 04/2025 → Present
  Belpointe Asset Management Llc
  Reno, NV

Previous Registrations

• 2023-09-29 → 2025-04-01
  Cetera Investment Advisers Llc
  Oakbrook, IL
  Wheaton, IL
• 2023-06-12 → 2023-09-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
  New York, NY

Other Businesses

1) INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; 1220 KENSINGTON RD SUITE 220 OAK BROOK, IL 60523; SELLING FIXED INSURANCE PRODUCTS; 2 HOURS A MONTH DURING TRADING HOURS

Exams

• S66 Uniform Combined State Law Examination
  2023-06-09

Other Names

• Nikko Andriotis