Peter BarciaCRD Number: 1016955
Current Firm: Belpointe Asset Management LLC
Peter Barcia (CRD# 1016955) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Greenwich, CT and has over 14 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
|Belpointe Asset Management, LLC||Greenwich, CT||May 2009 - Current||8|
|Belpointe Insurance, LLC||Greenwich, CT||May 2009 - Current||8|
|Rnr Securities,llc||East Meadow, NY||Apr 2013 - Feb 2014||< 1|
|Leigh Baldwin & Company, LLC||Cazenovia, NY||Jun 2009 - Nov 2012||3|
|Pacific West Securities, Inc.||Renton, WA||May 2009 - Jun 2009||< 1|
|Ubs Financial Services Inc.||Stamford, CT||Oct 2002 - Apr 2009||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2003|
Total Assets Under Management300MILLIONS
Total Number of Accounts1,149ACCOUNTS
Average Account Value$261,162
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CT, FL, GA, HI, KS, LA, MD, MI, MO, NC, NH, NJ, NV, NY, OH, OK, PA, PR, SC, TX, VA, VT, WI
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