Elissa Schwartz

from Belpointe Asset Management LLC
SEC regulated
Regulated Investment Advisor
Elissa Schwartz is a financial advisor based in Nevada, Reno, with 24 years of experience. Elissa currently works for Belpointe Asset Management LLC. Elissa maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Elissa Schwartz works at Belpointe Asset Management LLC
Belpointe Asset Management LLC is a financial advisory firm based in Reno, Nevada. It currently has approximately $3,855,302,523 of assets under management and employs about 226 people. Belpointe Asset Management LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
2 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
500 Damonte Ranch Parkway, Building 700, Unit 700, Reno, Nevada, 89521

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