Eric
Leibowitz
Belpointe Asset Management LLC
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About this Advisor
Eric Leibowitz is a financial advisor working in Colts Neck, New Jersey who has 4 years of industry experience. Leibowitz is on the advisory team at Belpointe Asset Management LLC. Throughout their career, they have worked at Ameritas Investment Corp, Ambre Financial, Ameritas Life Insurance Corp Of New York, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc and Belpointe Asset Management, LLC. Leibowitz maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in New Jersey. Belpointe Asset Management LLC is an advisory firm that has its headquarters in Reno, NV. It has offices in 95 locations and a total of 226 advisors. It administers $4 billion in assets among its 16,063 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises four charities and foundations. Of its 16,063 accounts, just 8% are held by high-net-worth investors who have greater than $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. Fees for financial advice usually vary depending on the type of financial services provided. Fees billed by Belpointe Asset Management LLC likely consist 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
Eric Leibowitz Work History
Eric has been registered as a financial advisor for 4 years.*
Belpointe Asset Management, LLC
Ambre Financial
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Ameritas Life Insurance Corp Of New York
Ameritas Investment Corp
*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 Eric Leibowitz 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
Janesville, WI
Mount Pleasant, SC
Reno, NV
Danville, CA
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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