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Rushi N

Series 65, Series 66

Coral Gables, FL

Belpointe Asset Management LLC

Rushi Nagalla is an advisor at Belpointe Asset Management LLC with Series 65 and Series 66 credentials. He has been with Belpointe since 2025 and is also a minority owner of Cornell Dermatology LLC, where he contributes to financial statements and patient workflows. Nagalla has prior experience at Oregon Teledermatology LLC and Babson College. 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 with customized portfolios that utilize passive, active, tactical, and blended strategies tailored to client objectives.

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

Series 65

Coral Gables, FL

Belpointe Asset Management LLC

Charles Zimmerer is a financial advisor at Belpointe Asset Management LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at several firms including Slow Capital, Inc and Brickell Opus Wealth Management LLC. In addition to his advisory role, Zimmerer is an attorney and CPA with his own law office and accounting practice. He also serves on the boards of the Brevard Hispanic Center, Inc. and the Florida Association of Attorney-Certified Public Accountants, Inc. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and investment companies. The firm offers discretionary investment management, financial planning, and retirement plan consulting, employing a range of strategies from passive to tactical tailored to client objectives. Belpointe is notable for its affiliated businesses and product sponsorships alongside its advisory services, including proprietary funds and back-office support for other advisers.

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

Series 63, Series 65

Coral Gables, FL

Belpointe Asset Management LLC

Alexander Tecle is a financial advisor at Belpointe Asset Management LLC with 18 years of industry experience. He previously worked at Fidelity Investments, Anthem Advisors, and Slow Capital. Tecle serves on the boards of Bahamas Marine Ecocentre, a marine science research organization, and Nu Deco Ensemble, a nonprofit organization. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion. The firm offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, corporations, trusts, and other advisers through customized portfolios and various 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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