Adam Jose Saldana
Investment adviser representative at Belpointe Asset Management LLC
Under 1 yearExperience
1 stateRegistered in
$7.6BFirm assets
18 yearsFirm in business
Are you Adam Jose Saldana? Claim your profile
Contact this firm
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
Under 1 year in the industry.
- Belpointe Asset Management, LLCNov 2016 to now
- Intervest International Equities CorpJan 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 4637202
- Firm CRD
- 143440