Elissa
Schwartz

Belpointe Asset Management LLC

CRD#6388809
Investment Advisor
in Reno, NV

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About this Advisor

Elissa Schwartz is a financial advisor based in Reno, Nevada. Schwartz currently works for Belpointe Asset Management LLC. Over the course of their career, they have held roles at Nylife Securities, LLC, New York Life Insurance Co, Kyla Coburn Designs, Pet Partners, Inc, Beau Coeur Equestrian, Eagle Strategies LLC, Mass Mutual Life Insurance Company, Mml Investors Services, Belpointe Insurance, LLC, Belpointe Asset Management, LLC and Apercu Business Advisors. Schwartz maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Massachusetts. Belpointe Asset Management LLC is an advisory firm that has its headquarters in Reno, NV. The investment advisory business has offices in 95 locations and a total of 226 people on staff. It administers $4 billion in assets among its 16,063 client accounts, placing it among the largest firms in the nation by assets under management. The firm serves four charitable organizations. Of its 16,063 customer accounts, just 8% are held by high-net-worth investors who have at least $1 million in assets available to invest. Belpointe Asset Management LLC has a broad range 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. Fees charged by financial advisors vary depending on which services the firm provides the client. Fees charged by Belpointe Asset Management LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

less than 1 year

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

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

$3,855,302,523

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

226

NV Average: 10
Total Number of Accounts

16,063

NV Average: 1,698
Average Account Size

$240,011

NV 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

Elissa Schwartz Work History

Elissa has been registered as a financial advisor for 0 years.*

2020 - Present (4 years)

Belpointe Insurance, LLC

2020 - Present (4 years)

Belpointe Asset Management, LLC

2020 - Present (4 years)

Apercu Business Advisors

2000 - Present (24 years)

Beau Coeur Equestrian

2018 - 2020 (2 years)

Mass Mutual Life Insurance Company

2018 - 2020 (2 years)

Mml Investors Services

2017 - 2018 (1 year)

Eagle Strategies LLC

2014 - 2018 (4 years)

Nylife Securities, LLC

2014 - 2018 (4 years)

New York Life Insurance Co

2014 - 2014 (< 1 year)

Kyla Coburn Designs

2010 - 2014 (4 years)

Pet Partners, 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 Elissa Schwartz 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

Samuel Goldberg
Reno, NV
Kristen Hilty
Charlotte, NC
Paul Pakstis
Haddon Heights, NJ
Giovanni Todesco
Reno, NV
Michael Hindman
Jacksonville, AL
Patrick Traverse
Mount Pleasant, SC
John Ceaglske
Milwaukee, WI
Scott Mosher
Janesville, WI

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

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