Sachin Madhukar Borde
Investment adviser representative at Belpointe Asset Management LLC
19 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
19 years in the industry.
- Belpointe Asset Management, LLCNov 2023 to now
- Premia Global Advisors, LLCOct 2022 to Oct 2023
- Bank of America, N.A.Mar 2016 to Oct 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2007 to Oct 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2005
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
- 4749996
- Firm CRD
- 143440