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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Thomas Barcia is a financial advisor with Belpointe Asset Management LLC. Peter has been in the industry since 1981. He is registered in Connecticut and has an active Investment Advisor Representative (IAR) status. His professional licenses include Series 6, Series 7, Series 26 and Series 66. He is also a Chartered Financial Analyst (CFA). Peter has previous experience with several firms including RNR Securities, L.L.C., Leigh Baldwin & Co., LLC, Pacific West Securities, Inc., and UBS Financial Services Inc. Belpointe Asset Management LLC offers advisory services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals.
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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2
NV
06/08/2009 - Present
Belpointe Asset Management LLC (RENO NV)
NY
04/30/2013 - 02/28/2014
RNR SECURITIES, L.L.C. (EAST MEADOW NY)
CT
06/19/2009 - 11/20/2012
LEIGH BALDWIN & CO., LLC (GREENWICH CT)
CT
05/29/2009 - 06/17/2009
PACIFIC WEST SECURITIES, INC. (GREENWICH CT)
CT
01/02/2003 - 05/13/2009
UBS FINANCIAL SERVICES INC. (STAMFORD CT)
NY
12/20/1981 - 02/09/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 01/16/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/27/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/26/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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