Carol PipitoneCRD Number: 4257883
Current Firm: Belpointe Asset Management LLC
Carol Pipitone (CRD# 4257883) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Palm Desert, CA and has over 16 years of experience in the finance industry.
Rbc Capital Markets, LLC
Raymond James & Associates, Inc.
Fortem Financial Group, LLC
|Belpointe Asset Management, LLC||Phoenix, AZ||Apr 2016 - Current||4|
|Belpointe Insurance, LLC||Greenwich, CT||Apr 2016 - Current||4|
|Tcfg Wealth Management, LLC||Newport Beach, CA||Mar 2015 - Mar 2016||1|
|Calton & Asociates, Inc.||Bixbite, CA||Mar 2014 - Mar 2016||2|
|Oppenheimer & Company Inc.||Newport Beach, CA||Nov 2011 - Mar 2014||2|
|H.d. Vest Investment Services||Rancho Mirage, CA||May 2011 - Dec 2011||< 1|
|H.d. Vest Advisory Services||Rancho Mirage, CA||May 2011 - Dec 2011||< 1|
|H.d. Vest Insurance Services||Rancho Mirage, CA||May 2011 - Dec 2011||< 1|
|Morgan Stanley Smith Barney||Palm Desert, CA||Jun 2009 - Feb 2011||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2004|
Total Assets Under Management1,734MILLIONS
Total Number of Accounts9,666ACCOUNTS
Average Account Value$179,400
- 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)
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI
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