linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Garrett C Smith

Belpointe Asset Management LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Garrett? Claim Your Profile

About Garrett C Smith

Garrett C. Smith is a financial advisor with Belpointe Asset Management LLC. Garrett has been in the industry for over 6 years. Garrett is licensed to provide advisory services in Wisconsin. Prior to joining Belpointe Asset Management LLC, Garrett worked at MML Investors Services, LLC in Janesville, WI. Garrett also has experience as an Assistant Professor at the University of Wisconsin-Whitewater. Garrett's credentials include passing the Series 7, Series 66 and the SIE exams.

Firm Information

Garrett Smith 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Garrett Smith’s Registration & Firm History

WI

09/02/2020 - Present

Belpointe Asset Management LLC (Janesville WI)

WI

08/13/2018 - 08/20/2020

MML INVESTORS SERVICES, LLC (Janesville WI)

Not sure if Garrett C Smith is right for you?

Licenses & Designations

BOTH

Issued 08/17/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/17/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/13/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Garrett C Smith.
Not sure if Garrett C Smith is right for you?