AV
AV

Angelica Vukobratovich

26 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
160 advisors
Number of Clients
6,529 clients
Average Client Portfolio
$921K average
Assets Under Management
$6.0B

Fee Structure

Minimum Investment:None
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Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Angelica is an independent insurance agent selling life, disability, and long-term care insurance. This investment-related activity takes about 10-20% of her time.

Employment History
Current Registrations
Belpointe Asset Management LLC
April 2025 - Present · 10 mos
Previous Registrations
Cetera Investment Advisers LLC
March 2020 - April 2025 · 5 yrs 1 mo
Cetera Investment Services LLCBroker
March 2020 - April 2025 · 5 yrs 1 mo
Fifth Third Securities, INC.
June 2019 - March 2020 · 9 mos
Fifth Third Securities, INC.Broker
June 2019 - March 2020 · 9 mos
Cetera Investment Advisers LLC
May 2014 - May 2019 · 5 yrs
Cetera Investment Services LLCBroker
December 2011 - May 2019 · 7 yrs 5 mos
Vision Investment Services, INC.Broker
May 2005 - December 2011 · 6 yrs 7 mos
Banc One Securities CorporationBroker
February 1999 - May 2005 · 6 yrs 3 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.