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Garrett John Devine

Investment adviser representative at Belpointe Asset Management LLC
10 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

10 years in the industry.

  1. Belpointe Asset Management, LLCDec 2018 to now
  2. Belpointe Insurance, LLCDec 2018 to Apr 2023
  3. Kestra Financial Services, Inc.Apr 2016 to Dec 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998
  • Series 65 · Uniform Investment Adviser Law1998

State registrations

Registered as an investment adviser representative in 1 state (CA).

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
3082464
Firm CRD
143440
Advisor's SEC record (opens in a new tab)
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