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Jeredith N

Series 63

Amherst, NY

Belpointe Asset Management LLC

Jeredith Nolan is a financial advisor at Belpointe Asset Management LLC with 32 years of industry experience. She holds the Series 63 designation and has worked previously at Mass Mutual Investors Services, MassMutual Life Insurance, and MetLife Securities. Outside of her advisory role, she serves on the advisory board for the Clarence High School Academy of Business of Finance and is a member of the finance committee at Ss. Brigid Columba Church. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing a range of strategies from passive to tactical tailored to client objectives and risk tolerance.

College savings (529s, UTMA, etc.) General retirement planning Income planning Tax-loss harvesting Active portfolio management Executive Founder/Business Owner
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John D

Series 66

Amherst, NY

Belpointe Asset Management LLC

John D'andrea IV is a financial advisor at Belpointe Asset Management LLC with one year of industry experience. He holds a Series 66 designation and previously served in the US Army for 23 years. Outside of his advisory role, he owns and operates two e-commerce retail businesses, Empire Auction Gallery and Buffalo Empire Trading Company. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for a diverse client base, including individuals, corporations, and trusts. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and multiple advisory relationships.

College savings (529s, UTMA, etc.) General retirement planning Income planning Tax-loss harvesting Active portfolio management Executive Founder/Business Owner
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Nicholas M

Series 63

Amherst, NY

Belpointe Asset Management LLC

Nicholas Maloney is a financial advisor at Belpointe Asset Management LLC with 13 years of industry experience. He holds a Series 63 designation and has worked previously at Mass Mutual Investors Services and MSI Financial Services Inc. Outside of advising, he is involved in fixed insurance sales including life insurance and fixed annuities. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for several thousand clients. The firm offers discretionary investment management, financial planning, and retirement-plan consulting for individuals, corporations, trusts, and other advisers, utilizing customized portfolios and a range of advisory and sub-advisory relationships.

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