Shawn Michael Zell
Investment adviser representative at Belpointe Asset Management LLC
11 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
11 years in the industry.
- D.H. Hill Securities, LllpNov 2023 to now
- Belpointe Asset Management, LLCOct 2023 to now
- Fruition FinancialJun 2021 to now
- UnemployedSep 2020 to Jun 2021
- Milwaukee BucksSep 2015 to Sep 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 7401202
- Firm CRD
- 143440