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James Joseph Di gesu

Belpointe Asset Management LLC

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About James Joseph Di gesu

James Di gesu is a registered investment advisor representative with Belpointe Asset Management LLC. James has over 20 years of experience in the financial services industry. James is a Series 7 and Series 63 licensed representative. James specializes in providing financial planning and investment management services for individuals, businesses and charitable organizations. James has previously worked for BNY Investment Center Inc. and H.D. Vest Investment Securities, Inc.

Firm Information

James Di gesu 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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James Di gesu’s Registration & Firm History

NV

03/27/2024 - Present

Belpointe Asset Management LLC (RENO NV)

NY

08/10/2001 - 08/22/2007

BNY INVESTMENT CENTER INC. (NEW YORK NY)

TX

07/27/1993 - 12/31/1998

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

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Licenses & Designations

BC

Issued 09/10/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/26/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Joseph Di gesu.
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