Investment adviser representative · Belpointe Asset Management LLC
Patricia L. Stewart
CRD 5755700 · San Diego, CA
At a glance
Patricia L. Stewart is an investment adviser representative with Belpointe Asset Management LLC in San Diego, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Patricia’s SEC record dates to 2024, about 2 years ago.
Current advisory firm
- Belpointe Asset Management LLCSince December 2024San Diego, CA · $7.6B in regulatory assets
SEC adviser record
- Registered since
- 2024 (2 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Patricia’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.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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