Peter
Barcia
Belpointe Asset Management LLC
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About this Advisor
Peter Barcia is a chartered financial analyst operating out of Reno, Nevada who has 14 years of industry experience. Barcia works at Belpointe Asset Management LLC. During their career, the advisor has held roles at Belpointe Asset Management, LLC, Rnr Securities, LLC and Belpointe Insurance, LLC. Barcia has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Connecticut. Belpointe Asset Management LLC is a registered investment firm based out of Reno, NV. The company has offices in 95 locations and a total of 226 people on staff. It oversees $4 billion in assets between its 16,063 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves four charities and foundations. Of its 16,063 accounts, just 8% are held by high-net-worth clients who have at least $1 million in assets. Belpointe Asset Management LLC offers a number of services, such as 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. Fees for financial management are based on the financial services. However, fee types charged by Belpointe Asset Management LLC most likely 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
Peter Barcia Work History
Peter has been registered as a financial advisor for 14 years.*
Belpointe Asset Management, LLC
Rnr Securities,LLC
Belpointe Insurance, LLC
*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 Peter Barcia 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
Charlotte, NC
Reno, NV
Reno, NV
Haddon Heights, NJ
Reno, NV
Milwaukee, WI
Jacksonville, AL
The Villages, FL
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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