William Gifford Mccormick
Investment adviser representative at Belpointe Asset Management LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$7.6BFirm assets
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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
10 years in the industry.
- Belpointe Asset Management, LLCJul 2019 to now
- Advisory Services NetworkJan 2016 to Jun 2019
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 2395361
- Firm CRD
- 143440