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Christopher R Kolb

Belpointe Asset Management LLC

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About Christopher R Kolb

Christopher Kolb is a financial advisor with Belpointe Asset Management LLC. Christopher's experience in the industry began in 2020 with Merrill Lynch, Pierce, Fenner & Smith Incorporated and he is registered with the state of Massachusetts as an Investment Advisor Representative. Christopher also holds the Series 66, 7TO and SIE licenses. Belpointe Asset Management LLC provides a range of investment advisory services to individuals, businesses, trusts, and other entities, including financial planning and investment management services.

Firm Information

Christopher Kolb is currently registered with Belpointe Asset Management LLC. Belpointe Asset Management LLC is an investment advisor based in Reno, NV. The firm manages $4.30 billion in assets for a range of clients, including high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals. Belpointe Asset Management offers a variety of advisory services, including financial planning, pension consulting, portfolio management for individuals, and selection of other advisors. The firm participates in a wrap fee program.
Belpointe Asset Management LLC

500 DAMONTE RANCH PARKWAY

RENO, NV 89521

$4.30B

Assets Under Management

109

Total Clients

129

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Kolb’s Registration & Firm History

MA

03/05/2024 - Present

Belpointe Asset Management LLC (Sandwich MA)

MA

12/22/2020 - 03/02/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ORLEANS MA)

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Licenses & Designations

BOTH

Issued 02/11/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/15/2020

Series 7TO - General Securities Representative Examination

BC

Issued 07/17/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 7 public disclosures for Christopher R Kolb. Review regulatory record here.
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