Nicholas Alan Stephan
Investment adviser representative at Belpointe Asset Management LLC
13 yearsExperience
1 stateRegistered in
$7.6BFirm assets
18 yearsFirm in business
Are you Nicholas Alan Stephan? 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
13 years in the industry.
- Belpointe Asset Management LLCSep 2025 to now
- UnemployedDec 2022 to Sep 2025
- Robert W. Baird & Co. IncorporatedNov 2021 to Nov 2022
- UnemployedJan 2021 to Nov 2021
- MML Investors Services, LLCMar 2016 to Jan 2021
- Massmutual WisconsinFeb 2016 to Jan 2021
- Marquette UniversityAug 2013 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 6632772
- Firm CRD
- 143440