Steve Eric Ward
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.
- Belpointe Asset Management, LLCAug 2022 to now
- D.H. Hill Securities, LllpAug 2022 to now
- Ifg Advisory, LLC (dba: Aletheia Advisory Services)Mar 2017 to Aug 2022
- LPL Financial, LLCMar 2017 to Aug 2022
- Suntrust Advisory ServicesAug 2016 to Mar 2017
- Suntrust Investment Services, IncJan 2010 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 2237599
- Firm CRD
- 143440