Investment adviser representative · Belpointe Asset Management LLC
Tobin F. Walters
CRD 7357417 · Shelton, CT
At a glance
Tobin F. Walters is an investment adviser representative with Belpointe Asset Management LLC in Shelton, CT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Tobin’s SEC record dates to 2021, about 5 years ago. Designations on file: Certified Financial Planner, Chartered Financial Analyst.
Current advisory firm
- Belpointe Asset Management LLCSince August 2025Shelton, CT · $7.6B in regulatory assets
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- Certified Financial Planner, Chartered Financial Analyst
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Tobin’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
- 2 firmsLocked
- 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
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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.