Andrew
Sherwin
Belpointe Asset Management LLC
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About this Advisor
Andrew Sherwin is a certified financial planner and chartered financial consultant operating out of Minneapolis, Minnesota with a total of 4 years of relevant experience. Sherwin works at Belpointe Asset Management LLC. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Edward Jones, Belpointe Asset Management, LLC, American Heritage Group, LLC (Dba Guardian Resources), Salo, Bankers Life and Family Heritage. Sherwin has Series 66 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Minnesota. Belpointe Asset Management LLC is a registered investment business based out of Reno, NV. The company has offices in 95 locations and a total of 226 financial advisors. It controls $4 billion in assets under management between its 16,063 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves four charities and foundations. Of its 16,063 accounts, just 8% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Belpointe Asset Management LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules largely depend on the services offered. However, fees billed by Belpointe Asset Management LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Belpointe Asset Management LLC Brokerage Details
$3,855,302,523
226
16,063
$240,011
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Andrew Sherwin Work History
Andrew has been registered as a financial advisor for 4 years.*
Belpointe Asset Management, LLC
American Heritage Group, LLC (Dba Guardian Resources)
Bankers Life
Family Heritage
Salo
Edward Jones
Merrill Lynch, Pierce, Fenner & Smith Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrew Sherwin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Belpointe Asset Management LLC
Reno, NV
Haddon Heights, NJ
Reno, NV
Charlotte, NC
Reno, NV
The Villages, FL
Stamford, VT
Stanwood, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
