Peter GillotteCRD Number: 6140584
Current Firm: Belpointe Asset Management LLC
Peter Gillotte (CRD# 6140584) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Greenwich, CT and has over 4 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 2016 - Current||1|
|Wells Fargo Advisors, LLC||Overland Park, KS||Oct 2012 - May 2016||3|
|U.s. Bank||Overland Park, KS||Feb 2011 - Oct 2012||1|
|Tri-state District, Wesleyan Church||Kansas City, MO||Jul 2009 - Feb 2011||1|
|Full Time Education||Holland, MI||Aug 2002 - Jul 2009||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2013|
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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