Philip Conger Adams

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

Authority	Category	Status	Date
CT	RA	APPROVED	2013-12-06

CT RA
APPROVED

Since 2013-12-06

Branch Locations

Southbury, CT • United States

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

Organization	City	State	From	To
Belpointe Asset Management, Llc	Phoenix	AZ	12/2013	Present
Belpointe Insurance, Llc	Greenwich	CT	12/2013	Present

12/2013 → Present

Belpointe Asset Management, Llc

Phoenix, AZ
12/2013 → Present

Belpointe Insurance, Llc

Greenwich, CT

Previous Registrations

2006-02-01 → 2013-12-04

Msi Financial Services, Inc.

Shelton, CT

Southbury, CT

Shelton, CT
2004-03-19 → 2005-04-21

Pgim Investments Llc

Shelton, CT
2003-03-10 → 2003-12-16

American Skandia Advisory Services, Inc.

Shelton, CT

Other Businesses

1) SALE OF FIXED INSURANCE PRODUCTS, INVESTMENT RELATED, GREENWICH, CT, LIFE/ACCIDENT/HEALTH, PRODUCER, SINCE 12/2013, 6 HR/WEEKDAYS DURING TRADING HOURS 2) QUASSAPAUG SAILING CENTER, NON INVESTMENT RELATED, WEST LAKE ROAD, PO BOX 231 MIDDLEBURY CT 06762, MEMBER OF BOARD OF DIRECTORS, NON PROFIT ORGANIZATION, 1 HOUR PER WEEK NON TRADING HOURS

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	1999-03-10

S66 Uniform Combined State Law Examination

1999-03-10

Other Names

Philip Conger Adams

View on SEC IAPD