Brett Thomas Ciarlo
Investment adviser representative at Belpointe Asset Management LLC
16 yearsExperience
1 stateRegistered in
$7.6BFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- D.H. Hill Securities, LllpNov 2025 to now
- Belpointe Asset Management, LLCSep 2025 to now
- Brokers International Financial ServicesSep 2022 to Sep 2025
- Lincoln InvestmentAug 2010 to Sep 2022
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (CT).
Belpointe Asset Management LLC
$7.6BAssets managed
7,604Clients
171Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1645949
- Firm CRD
- 143440