Robert
Raimondo
Belpointe Asset Management LLC
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About this Advisor
Robert Raimondo is a financial advisor operating out of Reno, Nevada with a total of 9 years of industry experience. Raimondo is an advisor for Belpointe Asset Management LLC. Throughout their career, Raimondo has worked at Belpointe Asset Management LLC, Belpointe Insurance, LLC, Brookwood Investment Group LLC and Brookwood Insurance Group LLC. Raimondo has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Arizona. Belpointe Asset Management LLC is an advisory business headquartered in Reno, NV. The company has offices in 95 locations and a total of 226 advisors. It controls $4 billion in assets under management among its 16,063 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves four charities and foundations. Of its 16,063 client accounts, just 8% belong to high-net-worth clients who have at least $1 million in investable assets. Belpointe Asset Management LLC provides a diverse array 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. A financial advisor's fees usually depend on which services the firm provides the client. Fee types charged by Belpointe Asset Management LLC can include some combination of 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
Robert Raimondo Work History
Robert has been registered as a financial advisor for 9 years.*
Brookwood Investment Group LLC
Brookwood Insurance Group LLC
Belpointe Asset Management 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 Robert Raimondo 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
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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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