Stephen
Caruso
Belpointe Asset Management LLC
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About this Advisor
Stephen Caruso is a financial advisor based in Reno, Nevada with a total of 2 years of industry experience. Caruso works at Belpointe Asset Management LLC. Their career trajectory has included roles at Ameriprise Financial Services, Inc, Belpointe Insurance, LLC and Belpointe Asset Management, LLC. Caruso has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida. Belpointe Asset Management LLC is a firm operating out of Reno, NV. The investment advisory business has offices in 95 locations and a total of 226 advisors. It controls $4 billion in assets between its 16,063 accounts, making it one of the biggest firms in the nation by assets under management. The firm provides services to four charities and foundations. Of its 16,063 accounts, just 8% belong to high-net-worth individuals who have at least $1 million in assets. Belpointe Asset Management LLC has 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 management fees depend on which services the firm provides the client. Fee types billed by Belpointe Asset Management LLC may 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
Stephen Caruso Work History
Stephen has been registered as a financial advisor for 2 years.*
Belpointe Insurance, LLC
Belpointe Asset Management, LLC
Ameriprise Financial Services, 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 Stephen Caruso 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
Haddon Heights, NJ
Reno, NV
Moline, IL
Hartland, WI
Miami, FL
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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