Adam Jose Saldana

Belpointe Asset Management LLC

18 Years of Experience

Sells Insurance

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.

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

Advisor

Exams

No exam information available for this advisor.