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CB
CB
Charles Edward Balis
Belpointe Asset Management LLC
54 Years of Experience
2 Disclosures
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Financial 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
Investment Management
Planning
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Location
500 Damonte Ranch Parkway, Building 700, Unit 700, Reno, NV, 89521
Get directions
History
Regulatory History (2)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Customer Dispute
February 2002
Settled
Customer Dispute
March 2001
Settled
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Belpointe Asset Management LLC
February 2019 - Present · 7 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
September 2012 - January 2019 · 6 yrs 4 mos
Wells Fargo Clearing Services, LLC
Broker
March 2008 - January 2019 · 10 yrs 10 mos
UBS Financial Services INC.
Broker
March 2004 - March 2008 · 4 yrs
Balis Lewittes & Coleman, INC.
Broker
October 1993 - April 2004 · 10 yrs 6 mos
Oppenheimer & CO., INC.
Broker
October 1976 - August 1978 · 1 yr 10 mos
Lehman Brothers Incorporated
Broker
April 1974 - September 1976 · 2 yrs 5 mos
Clark-Dodge & CO INC
Broker
November 1973 - May 1974 · 6 mos
Balis & Zorn INC.
Broker
August 1973 - November 1993 · 20 yrs 3 mos
Andresen & CO.
Broker
November 1972 - November 1973 · 1 yr
Jas. H. Oliphant & CO., INC.
Broker
August 1971 - December 1972 · 1 yr 4 mos
Edwards & Hanly
Broker
February 1971 - August 1971 · 6 mos
State Registrations
1 state
NY
Advisor
Exams
No exam information available for this advisor.