Peter Anderson
Investment adviser representative at Belpointe Asset Management LLC
12 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
12 years in the industry.
- Belpointe Asset Management LLCMay 2026 to now
- Guardian Capital ManagementMay 2026 to now
- Ameriprise Financial Services, LLCJun 2024 to May 2026
- AnnuityvipNov 2023 to Jun 2024
- Altaccess Securities Company, L.P.Sep 2022 to Nov 2023
- Beneficient, a Nevada CorporationAug 2022 to Sep 2023
- Innovation Capital Solutions LLCDec 2021 to Aug 2022
- Gwg Holdings, Inc.Oct 2014 to Dec 2021
- Emerson EquityJun 2014 to Sep 2022
- Gwg LifeJun 2014 to Dec 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 6097621
- Firm CRD
- 143440