Craig
Stahlecker

Belpointe Asset Management LLC

CRD#7469954
Investment Advisor
in Charleston, SC

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About this Advisor

Craig Stahlecker is a financial advisor operating out of Charleston, South Carolina with 2 years of relevant experience. Stahlecker is currently employed by Belpointe Asset Management LLC. Stahlecker has gained experience at Wilson Borough: Meuser Pool, University Of South Carolina, Clark Associates: The Restaurant Store, Saucon Valley Country Club, Barron Financial Group, Palmstate Consulting, Republic Finance, Onemain Financial, Gold'S Gym, Belpointe Asset Management, LLC and Easton Area High School. Stahlecker holds a Series 65 license, designating them as an investment advisor representative, and is approved to work in South Carolina. Belpointe Asset Management LLC is an advisory company operating out of Reno, NV. The firm has offices in 95 locations and a total of 226 financial advisors. It has $4 billion in total assets across its 16,063 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises four charitable organizations. Of its 16,063 client accounts, just 8% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm offers a number 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 usually depend on the type of services provided. Fee types billed by Belpointe Asset Management LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

2 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

Charleston, SC

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Belpointe Asset Management LLC Brokerage Details

Total Assets Under Management

$3,855,302,523

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

226

SC Average: 10
Total Number of Accounts

16,063

SC Average: 1,698
Average Account Size

$240,011

SC 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

Craig Stahlecker Work History

Craig has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Belpointe Asset Management, LLC

2020 - 2020 (< 1 year)

Republic Finance

2020 - 2020 (< 1 year)

Onemain Financial

2020 - 2021 (1 year)

Gold'S Gym

2019 - 2019 (< 1 year)

Barron Financial Group

2019 - 2019 (< 1 year)

Palmstate Consulting

2018 - 2018 (< 1 year)

Saucon Valley Country Club

2017 - 2017 (< 1 year)

Clark Associates: The Restaurant Store

2016 - 2020 (4 years)

University Of South Carolina

2014 - 2016 (2 years)

Wilson Borough: Meuser Pool

2011 - 2016 (5 years)

Easton Area High School

*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 Craig Stahlecker 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
Paul Pakstis
Haddon Heights, NJ
Samuel Goldberg
Reno, NV
Giovanni Todesco
Reno, NV
Matthew Fechter
Reno, NV
Darien Vvenker
Minneapolis, MN
Kenneth Quiat
Reno, NV
Patrick Traverse
Mount Pleasant, SC

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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