Kristen
Hilty

Belpointe Asset Management LLC

CRD#3227861
Investment Advisor
in Charlotte, NC

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About this Advisor

Kristen Hilty is a financial advisor operating out of Charlotte, North Carolina with a total of 7 years of relevant experience. Hilty works at Belpointe Asset Management LLC. Hilty has gained experience at Crown Capital Securities, Lp and Belpointe Asset Management, LLC. Hilty maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in North Carolina. Belpointe Asset Management LLC is a company headquartered in Reno, NV. It has offices in 95 locations and a total of 226 financial advisors. It has $4 billion in total assets between its 16,063 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises four charitable organizations. Of its 16,063 customer accounts, just 8% are associated with high-net-worth clients who have greater than $1 million in assets. Belpointe Asset Management LLC has a wide array of services, such as 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 fee schedules usually are based on which services the firm provides the client. Fees charged by Belpointe Asset Management LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 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

Office Location

Charlotte, NC

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Belpointe Asset Management LLC Brokerage Details

Total Assets Under Management

$3,855,302,523

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

226

NC Average: 10
Total Number of Accounts

16,063

NC Average: 1,698
Average Account Size

$240,011

NC Average: $391,170

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

Kristen Hilty Work History

Kristen has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Belpointe Asset Management, LLC

2014 - 2016 (2 years)

Crown Capital Securities, Lp

*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 Kristen Hilty 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

Kristen Hilty
Charlotte, NC
Giovanni Todesco
Reno, NV
Samuel Goldberg
Reno, NV
Paul Pakstis
Haddon Heights, NJ
Sarah Carr
Towanda, PA
Alberto Davila
Miami, FL
Edward Noll
Reno, NV
Paul Lewis
Champaign, IL

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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