JM
CFP
JM
CFP

John Masciandaro

7 Years of Experience
Reno, NV
Sells Insurance

John Masciandaro is a CFP-designated registered investment advisor at Belpointe Asset Management LLC, based in Reno, NV, with 7 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 6,529 clients with $6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
170 advisors
Number of Clients
6,529 clients
Average Client Portfolio
$921K average
Assets Under Management
$6.0B

Fee Structure

Investment management only (planning not offered)

Belpointe's advisory fees are negotiable and can be a flat fee, fixed rate percentage, a linear fee percentage, or a tiered fee percentage structure, but cannot exceed 2.5% annually, based on the value of your investments. The exact fee schedule is agreed upon between you and your advisor. Fees are typically deducted directly from your account quarterly.

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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

John sells fixed insurance products and in-force insurance policies, dedicating minimal time and a few hours per week, respectively. He recommends and sells insurance products as part of financial plans.

Employment History
Current Registrations
Belpointe Asset Management LLC
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
LPL Financial LLC
November 2017 - December 2017 · 1 mo
LPL Financial LLCBroker
November 2017 - December 2017 · 1 mo
National Planning Corporation ("npc of America" in Fl & Ny)
October 2015 - November 2017 · 2 yrs 1 mo
National Planning CorporationBroker
February 2015 - November 2017 · 2 yrs 9 mos
State Registrations1 state
NY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.