BG
Belena Gay Vincetti
CRD 5207515
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Belpointe Asset Management Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Fortis Capital Advisors, Llc
Chief Compliance Officer · Less than 5% · Dec 2024
-
Belpointe Asset Management Llc
Chief Compliance Officer · Less than 5% · Sep 2024
-
Collaborative Fund Advisors, Llc
Chief Compliance Officer · Less than 5% · May 2024
-
Fund Asset Managers, Llc
Chief Compliance Officer · Less than 5% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗