Mandisa Renee Landry
Investment adviser representative at Belpointe Asset Management LLC
14 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
14 years in the industry.
- Belpointe Asset Management, LLCMay 2026 to now
- Purpose Comprehensive Wealth Management, LLCDec 2023 to May 2026
- UnemployedDec 2022 to Nov 2023
- Wells Fargo Clearing Services, LLCNov 2016 to Nov 2022
- Wells Fargo Advisors, LLC,Sep 2014 to Nov 2016
- Wells Fargo Bank NAOct 2012 to Nov 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 6398741
- Firm CRD
- 143440