Kristen N Hilty

Employer firm

Strategic Portfolio Solutions, LLC CRD 156374

$136M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2014 → 11/2016
  Crown Capital Securities, Lp
  Orange, CA
• 11/2016 → 12/2023
  Belpointe Asset Management, Llc
  Reno, NV
• 01/2024 → Present
  Strategic Portfolio Solutions
  Dallas, TX
• 01/2023 → 09/2025
  Smarter Divorce Solutions
  Phoenix, AZ
• 09/2017 → 01/2023
  Better Divorce Solutions
  Charlotte, NC

Previous Registrations

• 2016-11-21 → 2024-01-02
  Belpointe Asset Management Llc
  Charlotte, NC
  Reno, NV
• 2014-08-21 → 2016-11-23
  Crown Capital Securities, L.P.
  Charlotte, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-08-08
• S63 Uniform Securities Agent State Law Examination
  2011-07-18

Other Names

• Kristen N Melcher