Sandra
Crook

Belpointe Asset Management LLC

CRD#1459895
Investment Advisor
in Westmont, IL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Sandra Crook is a financial advisor who works out of Westmont, Illinois with a total of 1 year of industry experience. Crook currently works for Belpointe Asset Management LLC. During their career, the advisor has held roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Belpointe Asset Management, LLC. Crook holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Illinois. Belpointe Asset Management LLC is a financial advisory firm operating out of Reno, NV. The company has offices in 95 locations and a total of 226 employees. It administers $4 billion in assets across its 16,063 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides services to four charities and foundations. Of its 16,063 customer accounts, just 8% belong to high-net-worth individuals who have at least $1 million in investable 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 advisory services usually depend on which services the firm provides the client. Fee types billed by Belpointe Asset Management LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Westmont, IL

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Belpointe Asset Management LLC Brokerage Details

Total Assets Under Management

$3,855,302,523

IL Average: $664,206,839
Total Number of Employees

226

IL Average: 10
Total Number of Accounts

16,063

IL Average: 1,698
Average Account Size

$240,011

IL Average: $391,170

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

Sandra Crook Work History

Sandra has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Belpointe Asset Management, LLC

2016 - 2022 (6 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors 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 Sandra Crook 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

Samuel Goldberg
Reno, NV
Paul Pakstis
Haddon Heights, NJ
Giovanni Todesco
Reno, NV
Kristen Hilty
Charlotte, NC
Margaret Koosa
Stamford, VT
Thomas Formhals
Fuguay Varina, NC
Vincent Perna
Reno, NV
Michael Hindman
Jacksonville, AL

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started