Zach Nugent
Investment adviser representative at Belpointe Asset Management LLC
16 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
16 years in the industry.
- Belpointe Asset Management, LLCApr 2025 to now
- Afin Family Weatlth ManagementFeb 2021 to now
- Cetera Investment Services LLCFeb 2021 to Apr 2025
- Nylife Securities LLCApr 2020 to Feb 2021
- New York Life Insurance CompanyJan 2020 to Feb 2021
- UnemployedOct 2019 to Jan 2020
- United States Census BureauAug 2019 to Oct 2019
- Desinger Shoe WarehouseJun 2018 to Aug 2019
- Northern Illinois UniversityAug 2016 to Jun 2018
- Lazarus HouseJun 2010 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2021
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
- 7213309
- Firm CRD
- 143440