Lawrence Hart, financial advisor Moore SC

Lawrence Hart

CRD Number: 2103967
Current Firm: Belpointe Asset Management LLC

Lawrence Hart (CRD# 2103967) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Moore, SC and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Belpointe Insurance, LLC Greenwich, CT Jul 2018 - Current 5
Belpointe Asset Management, LLC Phoenix, AZ Jul 2018 - Current 5
Williams Financial Management Moore, SC Jun 2015 - Jul 2018 3
Cetera Advisor Networks LLC El Segundo, CA Sep 2006 - Jun 2015 8
Stravolo Wealth Management, LLC Spartanburg, SC Oct 2011 - Mar 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1990
S65 NASAA Investment Advisors Law Examination Mar 1999
Contact Info for Lawrence A. Hart
Phone Number: 2036293300
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    3,855
    MILLIONS
  • Total Number of Accounts
    16,063
    ACCOUNTS
  • Average Account Value
    $240,011
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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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