Bryan Gifford Mccormick

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

• 08/2021 → Present
  Chatham Street Advisors
  Rome, NY
• 09/2019 → 07/2021
  Granite City Electric
  Quincy, MA
• 04/2017 → 09/2019
  Granite City Electric
  Quincy, MA
• 01/2017 → 04/2017
  Unemployed
  Quincy, MA
• 09/2016 → 01/2017
  Illuminate
  Woburn, MA

Other Businesses

1) CNY TaxPlus, Rome, NY, investment related, start 03/2022, Tax Preparation, 40 hours per month seasonally 2) Belpointe Specialty Insurance, Rome, NY, investment related, Insurance Producer, Associate Partner, start 12/2022, 20 hours per month, 20 during trading hours. 3) Rome Lightery Company, non-investment related, residential address, Owner/Operator, lighting design and lamp repair, start 06/2024, 20 hours per month, 0 during trading hours. 4) Chatham Street Tax & Accounting, LLC; investment-related; 107 West Liberty St, Rome, NY 13440; Accounting, bookkeeping, tax preparation and planning; owner; 20 hours per month, none during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-05