William
Sutherland

Belpointe Asset Management LLC

CRD#5877033
Investment Advisor
in Reno, NV

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About this Advisor

William Sutherland is a financial advisor operating out of Reno, Nevada, who has been in the industry for 12 years. Sutherland currently works for Belpointe Asset Management LLC. Over the course of their career, Sutherland has held roles at Robert W. Baird & Co, Massmutual Life Insurance Company, Mml Investors Services, Belpointe Asset Management, LLC, Three Pillars Wealth Management, LLC and Third Seven Capital, LLC. Sutherland has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Wisconsin. Belpointe Asset Management LLC is a business that has its headquarters in Reno, Nevada. The firm has offices in 95 locations and a total of 212 financial advisors. It controls $3 billion in total assets between its 1,805 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 19 charitable organizations. Of its 1,805 client accounts, just 10% are associated with high-net-worth clients who have greater than $1 million in investable assets. The firm has a wide 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. Fees for financial management typically vary depending on which services the firm provides the client. However, fees charged by Belpointe Asset Management LLC may include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

12 years

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

Disclosures

No

Office Location

500 Damonte Ranch Parkway Building 700, Unit 700
Reno, NV 89521

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Belpointe Asset Management LLC Brokerage Details

Total Assets Under Management

$3,357,883,404

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

212

NV Average: 10
Total Number of Accounts

1,805

NV Average: 1,698
Average Account Size

$1,860,323

NV Average: $391,170

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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

William Sutherland Work History

William has 12 years of experience.

2021 - Present (1 year)

Third Seven Capital, LLC

2020 - Present (2 years)

Belpointe Asset Management, LLC

2015 - Present (7 years)

Three Pillars Wealth Management, LLC

2013 - 2020 (7 years)

Massmutual Life Insurance Company

2013 - 2020 (7 years)

Mml Investors Services

2010 - 2013 (3 years)

Robert W. Baird & Co

Disclosures

William Sutherland has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Belpointe Asset Management LLC

Margaret Koosa
Scituate, RI
Albert Berg
Reno, NV
Matthew Fechter
Reno, NV
Michael Hindman
Jacksonville, AL
Thomas Casey
The Villages, FL
Lisa Elkins
Stamford, CT
Stephen Caruso
Reno, NV
Thomas Formhals
Fuguay Varina, NC

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, 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, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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