Pedro Alcantara, financial advisor Mount Pleasant SC

Pedro Alcantara

CRD Number: 1289520
Current Firm: Belpointe Asset Management LLC

Pedro Alcantara (CRD# 1289520) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Mount Pleasant, SC and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Belpointe Services Greenwich, CT Nov 2020 - Current 3
Belpointe Asset Management, LLC Reno, NV Aug 2017 - Current 6
Belpointe Insurance, LLC Greenwich, CT Aug 2017 - Current 6
Uber San Francisco, CA Jul 2017 - Oct 2018 1
First American National Investment Advisors, LLC Atlanta, GA Feb 2017 - Jul 2017 < 1
Nylife Securities LLC Schaumburg, IL Jun 2016 - Jan 2017 < 1
New York Life Insurance Co Schaumburg, IL Jan 2016 - Jan 2017 1
Pla Enterprises Plainfield, IL Sep 2015 - Apr 2016 < 1
Unemployed Plainfield, IL Aug 2015 - Sep 2015 < 1
Downing Digital Healthcare Group Boston, MA Oct 2014 - Aug 2015 < 1
Novartis Pharmaceuticals East Hanover, NJ May 2009 - Oct 2014 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2017
S63 Uniform Securities State Law Examination Aug 2016
Contact Info for Pedro L. Alcantara
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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