Eric Leibowitz (CRD# 1711752) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Colts Neck, NJ and has over 36 years of experience in the finance industry.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 2130640
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Belpointe Asset Management, LLC | Phoenix, AZ | Apr 2019 - Current | 5 |
| Ambre Financial | Township, NJ | Jan 1999 - Current | 25 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Apr 2014 - Apr 2019 | 5 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Apr 2014 - Apr 2019 | 5 |
| Ameritas Life Insurance Corp Of New York | New York, NY | Sep 2010 - May 2014 | 3 |
| Ameritas Investment Corp. | Lincoln, NE | Oct 2003 - May 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1987 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2019 |
- NJ
-
Total Assets Under Management4,300MILLIONS
-
Total Number of Accounts22,446ACCOUNTS
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Average Account Value$191,571
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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