Colin Christy Kelty
Investment adviser representative at Belpointe Asset Management LLC
17 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
17 years in the industry.
- Belpointe Asset Management, LLCApr 2025 to now
- Cetera Investment Advisers LLCJan 2014 to Apr 2025
- Cetera Investment Services LLCDec 2011 to Apr 2025
- Mb Financial BankNov 2009 to Feb 2019
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 5859007
- Firm CRD
- 143440