Rosemary Wright, financial advisor Reno NV

Rosemary Wright

CRD Number: 1728693
Current Firm: Belpointe Asset Management LLC

Rosemary Wright (CRD# 1728693) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Reno, NV and has over 34 years of experience in the finance industry. Rosemary Wright 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.

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Professional Designations
Company Name Location Dates Years
Belpointe Asset Management LLC Reno, NV Mar 2021 - Current < 1
National Wealth Partners, LLC Las Vegas, NV May 2019 - Mar 2021 1
None Lantana, TX Sep 2018 - May 2019 < 1
Wells Fargo Private Bank Charleston, SC Mar 2005 - Aug 2018 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1987
S65 NASAA Investment Advisors Law Examination Dec 1998
Contact Info for Rosemary S. Wright
Phone Number: 2036293300
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    2,075
    MILLIONS
  • Total Number of Accounts
    10,104
    ACCOUNTS
  • Average Account Value
    $205,395
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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