Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darren? Claim Your ProfileDarren Marc Graff is an investment advisor representative with Belpointe Asset Management LLC. Darren has been in the securities industry for over 27 years. Darren has a Series 3, Series 7, Series 9, Series 10, Series 63 and Series 65 licenses. Prior to joining Belpointe Asset Management LLC, Darren was with J.P. Morgan Securities LLC and Merrill Lynch. Darren specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
11/09/2022 - Present
Belpointe Asset Management LLC (Southampton NY)
NY
10/25/2013 - 11/23/2022
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
07/27/2007 - 10/28/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
01/05/2001 - 08/04/2007
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
01/25/1996 - 01/11/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
10/24/1995 - 06/26/1997
GKN SECURITIES CORP. (NEW YORK NY)
IA
Issued 05/18/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/06/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2004
Series 3 - National Commodity Futures Examination
BC
Issued 10/23/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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