Alexander Jay Milton
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
Contact this advisor
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
11 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Belpointe Asset Management LLCMay 2025 to now
- Afin Family Wealth ManagementFeb 2024 to now
- Cetera Investment Services LLCJan 2025 to Apr 2025
- BrightviewSep 2022 to Feb 2024
- Normandy Center for Nursing and HealingMar 2022 to Sep 2022
- Landshark Bar & GrillFeb 2021 to Mar 2022
- Millers Ale HouseAug 2020 to Jan 2021
- UnemployedMar 2020 to Jul 2020
- Florida Gateway CollegeSep 2018 to Aug 2019
- Longhorn SteakhouseOct 2017 to Feb 2020
- Kelly ServicesOct 2017 to Jan 2018
- Outback SteakhouseJan 2017 to Sep 2017
- University of North Carolina at CharlotteJan 2017 to Aug 2017
- Southeastern UniversitySep 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (IN).
Belpointe Asset Management LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7870959
- 143440