Patrick Traverse (CRD# 6089405) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Mount Pleasant, SC and has over 11 years of experience in the finance industry. Patrick Traverse has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Belpointe Services LLC | Greenwich, CT | Mar 2021 - Current | 3 |
| Belpointe Asset Management, LLC | Reno, NV | Mar 2017 - Current | 7 |
| Moneycoach | Mount Pleasant, SC | Mar 2017 - Current | 7 |
| Belpointe Insurance, LLC | Greenwich, CT | Mar 2017 - Dec 2019 | 2 |
| Money Concepts Capital Corp | West Palm Beach, FL | Dec 2014 - Mar 2017 | 2 |
| Index Strategy Advisors ,inc. | Houston, TX | Jun 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2012 |
| S63 | Uniform Securities State Law Examination | Jul 2012 |
- SC
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Total Assets Under Management4,300MILLIONS
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Total Number of Accounts22,446ACCOUNTS
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Average Account Value$191,571
- A percentage of assets under your management
- Hourly charges
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- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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