Peter Barcia (CRD# 1016955) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Reno, NV and has over 21 years of experience in the finance industry.
CRD# 5245824
Prime Capital Investment Advisors, LLC
CRD# 5724615
Cunningham Investment Management, LLC
CRD# 4906843
Trident Capital Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Belpointe Asset Management, LLC | Reno, NV | May 2009 - Current | 14 |
Belpointe Insurance, LLC | Greenwich, CT | May 2009 - Jul 2022 | 13 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2003 |
- CT
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Total Assets Under Management3,855MILLIONS
-
Total Number of Accounts16,063ACCOUNTS
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Average Account Value$240,011
- 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)
- 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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