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Matthew Paul Butler

Investment adviser representative at Belpointe Asset Management LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$7.6BFirm assets

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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

10 years in the industry.

  1. Belpointe Asset Management LLCApr 2025 to now
  2. Afin Family Wealth ManagementMay 2021 to now
  3. Cetera Investment Advisers LLCMay 2021 to Apr 2025
  4. Cetera Investment Services LLCMay 2021 to Apr 2025
  5. UnemployedMar 2021 to May 2021
  6. Edward JonesSep 2019 to Mar 2021
  7. Chicago CubsMar 2019 to Sep 2019
  8. Chicago Public SchoolsAug 2017 to Sep 2019
  9. Patrick Haley MansionJun 2017 to Aug 2017
  10. Minooka School DistrictAug 2016 to Aug 2017

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2019

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
7175344
Firm CRD
143440
Advisor's SEC record (opens in a new tab)
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