Investment adviser representative · Belpointe Asset Management LLC
Vincent Dallo
CRD 5041243 · Rochester, NY
At a glance
Vincent Dallo is an investment adviser representative with Belpointe Asset Management LLC in Rochester, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Vincent’s SEC record dates to 2020, about 5 years ago. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Belpointe Asset Management LLCSince April 2026Rochester, NY · $7.6B in regulatory assets
SEC adviser record
- Registered since
- 2020 (5 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Vincent’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
- 5 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.