Chief Compliance Officer · Belpointe Asset Management LLC
Belena G. Vincetti
CRD 5207515 · Named on Form ADV at 4 SEC-registered advisers
At a glance
Belpointe Asset Management LLC, an SEC-registered wealth manager based in Reno, NV with $7.6 billion in regulatory assets, lists Belena G. Vincetti on its Form ADV as Chief Compliance Officer, a control person. The SEC filings also name Belena at 3 other registered advisers.
Firms and roles
- Belpointe Asset Management LLCChief Compliance OfficerWealth manager · Reno, NV · $7.6B in regulatory assets
- Fortis Capital Advisors, LLCChief Compliance OfficerWealth manager · Prairie Village, KS · $1.6B in regulatory assets
- Collaborative Fund AdvisorsChief Compliance OfficerAsset manager · Reno, NV · $145M in regulatory assets
- Fund Asset ManagersChief Compliance OfficerPrivate fund adviser · Reno, NV · $25M in regulatory assets
AtlasMembers
Belena’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 4 firmsLocked
- Control-person status
- 4 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2010 (16 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Belena’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (7)
- Gregory H. SkidmoreChief Executive Officer, Belpointe Asset Management LLC
- Shane R. StirtonPresident & Chief Operating Officer, Belpointe Asset Management LLC
- Elizabeth M. CarpinellaSenior VP of Finance, Belpointe Asset Management LLC
- Carla M. BallardSenior Vice President of Account Services, Belpointe Asset Management LLC
- Robert M. HaggChief Growth Officer, Fortis Capital Advisors, LLC
2 more people named with Belena on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Belena’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.