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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 a Series 63 designation and has worked at firms including Purshe Kaplan Sterling Investments and MassMutual. Outside of her advisory work, Nolan serves on the advisory board for Clarence High School Academy of Business of Finance and is a member of the finance committee at Ss. Brigid Columba Church. Belpointe Asset Management is a multi-team registered investment adviser managing approximately $7.6 billion in client assets through about 174 advisors. The firm offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, retirement plans, corporations, trusts, and other advisers, utilizing a combination of passive, active, tactical, and blended investment strategies.
John D
Series 66
Amherst, NY
Belpointe Asset Management LLC
John D'andrea IV is a financial advisor with Belpointe Asset Management LLC, holding a Series 66 license and one year of industry experience. Prior to his advisory roles, he served 23 years in the U.S. Army. Outside of financial services, he owns and operates two e-commerce retail businesses. Belpointe Asset Management is a multi-team registered investment adviser managing approximately $7.6 billion in client assets across about 174 advisors. The firm provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, retirement plans, corporations, trusts, and other advisers, using a combination of passive, active, tactical, and blended strategies tailored to client objectives.
Nicholas M
Series 63
Amherst, NY
Belpointe Asset Management LLC
Nicholas Maloney is a financial advisor with Belpointe Asset Management LLC, holding a Series 63 designation and 13 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MSI Financial Services Inc, and Purshe Kaplan Sterling Investments. Outside of advising, he is involved in fixed insurance sales focused on life insurance and fixed annuities. Belpointe Asset Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, trusts, and other advisers, managing approximately $7.6 billion in client assets. The firm offers discretionary investment management and financial planning, utilizing a blend of passive, active, and tactical strategies tailored by individual advisors.
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