Timothy Victor Figueroa
Investment adviser representative at Belpointe Asset Management LLC
11 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
11 years in the industry.
- Belpointe Asset Management, LLCDec 2024 to now
- Axxcess Wealth Management, LLC dba Asset Preservation StrategiesDec 2023 to Dec 2024
- Axxcess Wealth Management, LLCApr 2020 to Dec 2023
- Daniel Investment AssociatesJun 2019 to Apr 2020
- Daniel Investment Associates, LLCMay 2018 to Aug 2018
- Preview PropertiesMar 2017 to Jul 2017
- UnemployedAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7178121
- Firm CRD
- 143440