Glennon Connor Donohue
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.
- Metric Financial, LLC.Oct 2024 to now
- Belpointe Asset Management LLCSep 2024 to now
- Ase Private WealthApr 2022 to now
- Fluor CorporationDec 2020 to Apr 2022
- ScansourceMar 2020 to Nov 2020
- Full-time StudentAug 2019 to Dec 2020
- Spartanburg Regional Health SystemApr 2019 to Aug 2019
- Greenville Health System (prisma Health)Jan 2019 to Apr 2019
- StudentAug 2014 to Dec 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 6943890
- Firm CRD
- 143440