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Rick Melvin Stein

Belpointe Asset Management LLC

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About Rick Melvin Stein

Rick Melvin Stein is an Investment Advisor Representative with Belpointe Asset Management LLC, registered with the state of California. Rick Stein is a licensed professional with over 25 years of experience in the financial services industry. He holds a Series 65 and Series 2 license and has a strong track record of providing financial advice to a wide range of clients, including individuals, families, businesses, and retirement plans. He is committed to providing personalized financial advice and investment strategies tailored to meet the unique needs of each client.

Firm Information

Rick Stein 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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Rick Stein’s Registration & Firm History

CA

12/23/2020 - Present

Belpointe Asset Management LLC (RANCHO MIRAGE CA)

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Licenses & Designations

IA

Issued 08/03/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/08/1995

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rick Melvin Stein.
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