BV
CFP
BV
CFP

Belena Gay Vincetti

19 Years of Experience
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 Activities

Belena is involved in several investment-related activities, including owning Vincetti Consulting, acting as Director of Compliance for Belpointe Services LLC, and serving as Chief Compliance Officer for Fortis Capital Advisors, Belpointe Asset Management, Collaborative Fund Advisors, and Fund Asset Managers. She also serves as a FINRA Arbitrator.

Employment History
Current Registrations
Belpointe Asset Management LLC
February 2021 - Present · 5 yrs
Previous Registrations
MML Investors Services, LLC
October 2010 - January 2021 · 10 yrs 3 mos
MML Investors Services, LLCBroker
October 2006 - January 2021 · 14 yrs 3 mos
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.