Christopher
Kolb

Belpointe Asset Management LLC

CRD#7140995
Investment Advisor
in Sandwich, MA

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About this Advisor

Christopher Kolb is a financial advisor based in Sandwich, Massachusetts, working with Belpointe Asset Management LLC. Christopher has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Rapoza Landscape, Schumacher Companies, Heritage Museums And Gardens, Ark Gardens D.B.A. Christopher R. Kolb, Sesuit Landscaping, Brightview Landscapes, Bj'S Lawn Care & Landscaping, and Kolb Custom Land Services. Christopher has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, Christopher is part of Belpointe Asset Management LLC, which operates out of Sandwich, Massachusetts. The firm has 95 offices and 215 employees. The firm manages assets totaling $4.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Belpointe Asset Management LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Sandwich, MA

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Belpointe Asset Management LLC Brokerage Details

Total Assets Under Management

$4,300,001,521

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

215

MA Average: 10
Total Number of Accounts

22,446

MA Average: 1,698
Average Account Size

$191,571

MA Average: $391,170

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Christopher Kolb Work History

2023 - Present (1 year)

Kolb Custom Land Services

2023 - 2023 (< 1 year)

Bj'S Lawn Care & Landscaping

2022 - 2022 (< 1 year)

Sesuit Landscaping

2022 - 2023 (1 year)

Brightview Landscapes

2019 - 2022 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - 2022 (3 years)

Bank Of America, N.A

2018 - 2019 (1 year)

Rapoza Landscape

2017 - 2018 (1 year)

Schumacher Companies

2016 - 2017 (1 year)

Heritage Museums And Gardens

2008 - 2016 (8 years)

Ark Gardens D.B.A. Christopher R. Kolb

Disclosures

Please visit the SEC profile of Christopher Kolb 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

Mitchell Weiman
Reno, NV
Nathan Lewis
Champaign, IL
Michael Hindman
Jacksonville, AL
Jesus Torres
Hutchins, TX
Katherine Clausen
Janesville, WI
Scott Mullen
Reno, NV
Paul Lewis
Champaign, IL
David Hoffman
Reno, NV

The content in this profile was updated by SmartAsset on 6/19/2024. 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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