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Sarah Nicole Carr

Belpointe Asset Management LLC

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About Sarah Nicole Carr

Sarah Carr is a financial professional with over 20 years of experience in the industry. Sarah has a strong background in financial planning and wealth management, and is a Certified Financial Planner. Sarah currently works at Belpointe Asset Management LLC, where she provides financial advice to individuals, families, and businesses. She is also active in the community, volunteering her time to various organizations.

Firm Information

Sarah Carr 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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Sarah Carr’s Registration & Firm History

PA

02/13/2020 - Present

Belpointe Asset Management LLC (Towanda PA)

NY

03/05/2008 - 06/06/2012

RAYMOND JAMES FINANCIAL SERVICES, INC. (CORNING NY)

PA

01/23/2007 - 03/06/2008

UVEST FINANCIAL SERVICES GROUP, INC. (MANSFIELD PA)

TX

03/19/2004 - 04/19/2005

VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)

NY

10/24/2002 - 12/01/2003

CADARET, GRANT & CO., INC. (SYRACUSE NY)

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Licenses & Designations

BC

Issued 03/30/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/23/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sarah Nicole Carr.
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