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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Leibowitz is a financial advisor with Belpointe Asset Management LLC. Eric has been working in the financial industry since 1987. Eric specializes in providing financial planning, portfolio management, and pension consulting services to high net worth individuals, families, and businesses. Eric is also a registered investment advisor in New Jersey.
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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NJ
04/16/2019 - Present
Belpointe Asset Management LLC (Colts Neck NJ)
NJ
05/09/2014 - 04/23/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (Colts Neck NJ)
NJ
10/31/2003 - 06/02/2014
AMERITAS INVESTMENT CORP. (MONROE TOWNSHIP NJ)
MD
03/18/1999 - 10/31/2003
THE ADVISORS GROUP, INC. (BETHESDA MD)
NY
10/06/1992 - 03/18/1999
FAHNESTOCK & CO., INC. (NEW YORK NY)
NJ
01/03/1991 - 09/23/1992
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
NJ
02/23/1990 - 12/19/1990
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
NA
07/21/1987 - 01/23/1989
BLINDER, ROBINSON & CO., INC.
IA
Issued 03/01/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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