Hugh Clinton Mosley
Investment adviser representative at Belpointe Asset Management LLC
23 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
23 years in the industry.
- Belpointe Asset Management LLCMar 2026 to now
- New York Life InsuranceDec 2025 to Feb 2026
- UberOct 2025 to Dec 2025
- Tristate FinancialSep 2025 to Nov 2025
- Atrium HealthApr 2017 to Aug 2025
- Rcc&s IncNov 2003 to Mar 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 8192292
- Firm CRD
- 143440