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Peter Thomas Barcia

Belpointe Asset Management LLC

Reno, NV

New Canaan, CT

CRD 1016955

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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:

Current Employers
Belpointe Asset Management Llc

500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2009-06-08
  • CT RA
    APPROVED
    Since 2009-06-08

Branch Locations

500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States

New Canaan, CT • 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
Belpointe Asset Management, Llc Reno NV 05/2009 Present
Belpointe Insurance, Llc Greenwich CT 05/2009 07/2022
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-01-16
  • S66 Uniform Combined State Law Examination
    2003-01-16
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

MORGAN STANLEY
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nearby Investors

LEONARD R WOHLETZ
ANGEL MARIE SANDOVAL
RYAN SCOTT GROSS

Nearby Offices

MORGAN STANLEY · Reno, NV
EDWARD JONES · RENO, NV
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · RENO, NV

More in Reno, NV

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