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Brandon James Butler

Advisor at Belpointe Asset Management LLC — Sodus, NY

Updated today

Credentials

Series 65, Series 63

Experience

11 years

Location

Sodus, NY

Belpointe Asset Management LLC logo

Belpointe Asset Management LLC

Multi-team

Total advisors

170

Across 104 offices

Clients per advisor

43 Low

Avg AUM per client

$705,312 Typical

HNW client ratio

18% Typical

About

Brandon Butler is a financial advisor at Belpointe Asset Management LLC with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with firms including Cetera and Bright Futures Wealth Management. Outside his advisory roles, he has been involved with Premo Design Inc. and briefly worked at Sodus Bay Heights Golf Course. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion. The firm provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers, utilizing customized portfolios and a variety of advisory and co-advisory relationships.

Client services

Based on Belpointe Asset Management LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Belpointe Asset Management LLC

College savings (529s, UTMA, etc.) General retirement planning Income planning Tax-loss harvesting Active portfolio management

Occupation focus

Based on Belpointe Asset Management LLC

Executive Founder/Business Owner

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Fee options

Fixed

Negotiable fixed fees based on the nature and extent of agreed services

Project-based

Up to $500.00 per hour, time accrued in 15-minute increments

Location

See office

Sodus, NY

Sodus NY

Advisors at this office

1

Most active in

New York

Work history

11 years of industry experience

Belpointe Asset Management, LLC

2026 - Present • 1 year

Reno, NV

Silver Oak Securities, Inc.

2025 - Present • 1 year

Jackson, TN

Cetera

2024 - 2025 • 1 year

Schaumburg, IL

Kappan Financial

2024 - Present • 2 years

Rochester, NY

Bright Futures Wealth Management

2023 - 2026 • 3 years

Webster, NY

Cetera ADVISORS LLC

2023 - 2025 • 2 years

St Cloud, MN

Premo Design Inc.

2021 - 2025 • 4 years

New York, NY

Leigh Baldwin & Co., LLC

2020 - 2023 • 3 years

Cazenovia, NY

Sodus Bay Heights Golf Course

2020 - 2021 • 1 year

Sodus Bay, NY

Pruco Securities LLc

2015 - 2020 • 5 years

Rochester, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Michael D

Series 66, Series 65

Wolcott, NY

Leigh Baldwin & CO., LLC

Michael Douglass is a financial advisor with Leigh Baldwin & Co., LLC, holding Series 65 and Series 66 credentials and over 25 years of industry experience. His prior roles include positions at FSP Advisors, Inc., Davie Kaplan, CPA, P.C., and 1st GLOBAL ADVISORS, Inc. In addition to his advisory work, he is the owner of a CPA firm. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and foundations. The firm employs a blended investment approach using fundamental and technical analysis, managing accounts primarily on a discretionary basis with options for third-party managers and model portfolios.

Options & derivatives strategies Tax-loss harvesting
user avatar

Matthew B

Series 63

Ontario, NY

Commonwealth Financial Network

Matthew Bennage is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 18 years of industry experience. He has worked with Commonwealth Financial Network since 2015, with additional experience at Weller Group LLC and Weller Financial Group. Bennage is also the owner of MDB Wealth Advisory, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology, allowing advisors discretion in constructing client portfolios from diverse securities and insurance products.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar

Daniel O

Series 66

Ontario, NY

Commonwealth Financial Network

Daniel Ortiz is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and six years of industry experience. He has worked at several firms, including Commonwealth Financial Network and Weller Group LLC. Ortiz serves as a Boatswain Mate Reservist Member in the United States Coast Guard Reserve. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers advisory programs, wealth management, and retirement plan consulting, providing operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar

Mark F

Series 66

Ontario, NY

Commonwealth Financial Network

Mark Flaherty is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and seven years of industry experience. He is also co-owner of Weller Group, LLC, a private entity involved in securities, advisory, and insurance business. His career includes multiple tenures at Commonwealth Financial Network and ongoing involvement with Weller Group. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, technology, and operational support, allowing advisors discretion in portfolio construction alongside managed model portfolios created by its Investment Management and Research team.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar

Alexa G

Series 65

Ontario, NY

Commonwealth Financial Network

Alexa Glanzel is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and two years of industry experience. She has previously worked at Weller Group LLC and has experience outside finance, including a role at DiBella's Old Fashioned Submarines. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services. The firm supports its advisors with operations, technology, investment management, compliance, and practice-management resources, offering access to diverse investment solutions and model portfolios.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar

Joseph A

Series 65

Ontario, NY

Commonwealth Financial Network

Joseph Amoddio is a financial advisor at Commonwealth Financial Network with a Series 65 credential and two years of industry experience. His prior work includes roles at Weller Group LLC, Heart of The Harvest, and United Parcel Service. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and support services, including custom portfolio solutions and retirement plan consulting, while delivering operations, trading, technology, compliance, and practice-management support to affiliated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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