TrueAdvisor
TrueAdvisor
AS
AS

Adam Jose Saldana

Belpointe Asset Management LLC
18 Years of Experience
Sells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Belpointe Asset Management LLC
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

Location

Valrico, FL

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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

Adam is an insurance producer with Belpointe Insurance LLC since 2016, selling life, accident, and health insurance. He spends minimal time on this activity.

Employment History
Current Registrations
Belpointe Asset Management LLC
December 2016 - Present · 9 yrs 2 mos
Previous Registrations
Intervest International, INC.
March 2016 - December 2016 · 9 mos
Intervest International Equities CorporationBroker
January 2016 - December 2016 · 11 mos
Metlife Securities INC.
May 2010 - December 2015 · 5 yrs 7 mos
Metlife Securities INC.Broker
May 2010 - December 2015 · 5 yrs 7 mos
Edward Jones
June 2007 - December 2009 · 2 yrs 6 mos
Edward JonesBroker
May 2007 - December 2009 · 2 yrs 7 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.