Hugh Halsey (CRD# 4516923) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Merritt Island, FL and has over 21 years of experience in the finance industry.
CRD# 5384856
Truist Advisory Services, Inc.
CRD# 1210763
Kestra Advisory Services, LLC
CRD# 6847163
Kestra Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Belpointe Asset Management, LLC | Greenwich, CT | May 2016 - Current | 7 |
| Verus Wealth Management, LLC | Rockledge, FL | Jun 2014 - Apr 2016 | 1 |
| G.a. Repple & Company | Casselberry, FL | Sep 2011 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2002 |
- FL
-
Total Assets Under Management4,300MILLIONS
-
Total Number of Accounts22,446ACCOUNTS
-
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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