Andrew Sherwin, financial advisor Reno NV

Andrew Sherwin

CRD Number: 1895596
Current Firm: Belpointe Asset Management LLC

Andrew Sherwin (CRD# 1895596) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Reno, NV and has over 18 years of experience in the finance industry. Andrew Sherwin 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 Jul 2019 - Current 5
American Heritage Group, Llc (dba Guardian Resources) Minneapolis, MN Mar 2017 - Current 7
Family Heritage Eden Prairie, MN Nov 2016 - Mar 2017 < 1
Bankers Life Edina, MN Sep 2016 - Nov 2016 < 1
Salo Minneapolis, MN Feb 2015 - Sep 2016 1
Edward Jones St Louis, MO Aug 2014 - Feb 2015 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2006
S65 NASAA Investment Advisors Law Examination Mar 2018
Contact Info for Andrew A. Sherwin
Phone Number: 2036293300
Firm Website: http://www.belpointe.com
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    4,300
    MILLIONS
  • Total Number of Accounts
    22,446
    ACCOUNTS
  • Average Account Value
    $191,571
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
  • 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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