Sean
Holly
Belpointe Asset Management LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Sean Holly is a financial advisor working in Reno, Nevada with a total of 2 years of industry experience. Holly is an employee of Belpointe Asset Management LLC. Their career trajectory has included roles at Ameriprise Financial Services, Inc, Belpointe Asset Management, LLC, Belpointe Insurance, LLC and Innovative Planning Partners. Holly maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Massachusetts and Rhode Island. Belpointe Asset Management LLC is an advisory business that has its headquarters in Reno, NV. The firm has offices in 95 locations and a total of 226 employees. It has $4 billion in assets under management across its 16,063 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to four charities and foundations. Of its 16,063 accounts, just 8% are held by high-net-worth clients who have at least $1 million in investable assets. Belpointe Asset Management LLC performs a diverse 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 usually depend on which services the firm provides the client. Fee types 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
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Sean Holly Work History
Sean has been registered as a financial advisor for 2 years.*
Belpointe Asset Management, LLC
Belpointe Insurance, LLC
Innovative Planning Partners
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 Sean Holly 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
Reno, NV
Haddon Heights, NJ
Reno, NV
Hartland, WI
Moline, IL
Fuguay Varina, NC
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.
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. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
