GS
Gregory H. Skidmore
BELPOINTE ASSET MANAGEMENT LLC
Reno, NV 89521
Some features on this profile are disabled
CRD#: 4709360
GS
Professional summary
Gregory Hasbrouck Skidmore, who also goes by Gregory H Skidmore, is a registered financial advisor currently at BELPOINTE ASSET MANAGEMENT LLC located in Reno, Nevada.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Gregory has worked at 4 firms and has passed the Series 63, Series 65, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gregory H Skidmore
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OTHER BUSINESS ACTIVITIES ARE RELATED TO GREGORY SKIDMORE'S FINANCIAL PRACTICE 1) Belpointe Specialty Insurance, LLC, investment-related, 255 Glenville Ave, Greenwich, CT 06831, Brokerage of all forms of insurance products with a concentration on property and casualty, start date -01/2014, indirect owner. 2) Green Rock Insurance, LLC, investment-related, start date 08/2017, 7301 W. Palmetto Park Road, Boca Raton, FL 33433, fixed niche insurance products sales, partial owner. 3) Crest Risk Management, LLC, investment-related, start date 06/2018, 255 Glenville Ave, Greenwich, CT 06831, Sale of insurance products such as traditional insurance and annuities products, partial owner. 4) COLLABORATIVE INVESTMENT SERIES TRUST, INVESTMENT-RELATED, 500 DAMONTE RANCH PKWY, BLDG 700, UNIT 700, RENO, NV 89521, PRESIDENT AND CHAIRMAN, SINCE 12/2018, OVERSEES APPROVAL AND FORMATION OF MUTUAL FUNDS AND EXCHANGE TRADED FUNDS. APPROX 2 HOURS PER MONTH, NOT TYPICALLY DURING TRADING HOURS. 5). THE COLLABORATIVE FUND SERVICES, LLC 500 DAMONTE RANCH PKWY, BLDG 700, UNIT 700, RENO, NV 89521, INVESTMENT-RELATED, ADMINISTRATION OF MUTUAL FUNDS, EXCHANGE TRADED FUNDS AND OTHER INVESTMENT VEHICLES, SINCE 12/2018, OWNER/CEO. 6) SKIDMORE PROPERTIES, INVESTMENT RELATED, INCLINE VILLAGE, NV, REAL ESTATE INVESTING AND MANAGEMENT, 4 HOURS/MONTH, MANAGER. 7) COLLABORATIVE OFFICE SERVICES, NON-INVESTMENT RELATED, 500 DAMONTE RANCH PKWY, BLDG 700, UNIT 700, RENO, NV 89521, BUSINESS PROVIDES OFFICE SERVICES TO SMALL BUSINESSES, 2 HOURS/MONTH, CEO/Owner. 8) Skidmore Management, Inc/Liz Skidmore Baking Co., not investment-related, Incline Village, NV, consults certain Belpointe entities and for spouse's baking company and son's high end computer keyboard business, 2 hours/month during non-trading hours, OWNER. 9) BELPOINTE SERVICES, LLC, INVESTMENT RELATED, 500 DAMONTE RANCH PKWY, BLDG 700, UNIT 700, RENO, NV 89521, BUSINESS PROVIDES SUPPORT SERVICES TO OTHER RIAS AND SMALL BUSINESSES, 40 HOURS/MONTH, CEO/Owner. 10) COLLABORATIVE RETIREMENT TRUST, INVESTMENT RELATED, 500 DAMONTE RANCH PKWY, BLDG 700, UNIT 700, RENO, NV 89521, OVERSEES A MULTIPLE EMPLOYER RETIREMENT PLAN, 2 HOURS/MONTH, TRUSTEE. 11) Ski Team Coach, non-investment related, Incline Village, NV, coach for children's ski team, start date 2022, coach, 50 hours/ month not during trading hours. 12) Fund Asset Managers, LLC, investment-related, 500 Damonte Ranch Pkwy, Reno, NV 89521, start date 03/2023, exempt reporting firm advising private funds, 1 hour per month during trading hours, Chief Executive Officer/owner. 13) Collaborative Fund Advisors, LLC, investment-related, 500 Damonte Ranch Pkwy, Reno, NV 89521, start date 06/2023, an SEC-registered related investment advisory firm that advises assorted publicly-traded funds and ETFs, 3 hours per month during trading hours, Chief Executive Officer/owner. 14) Collaborative Insurance Services, LLC, investment-related, 500 Damonte Ranch Pkwy, Reno, NV 89521, state date 07/2023, an insurance brokerage company for sales of fixed insurance products, owner, 3 hours per month during trading.
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Hasbrouck Skidmore's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 26, 2007 - Present
BELPOINTE ASSET MANAGEMENT LLC
Office #1: 500 Damonte Ranch Parkway, Building 700 Unit 700, Reno, NV 89521RIA
CRD#: 143440
Reno, NV
Past
August 13, 2009 - November 22, 2011
LEIGH BALDWIN & CO., LLC
BD
CRD#: 38751
GREENWICH, CT
Past
June 13, 2005 - March 19, 2007
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
GREENWICH, CT
Past
April 26, 2005 - March 19, 2007
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
GREENWICH, CT
Past
January 28, 2004 - April 28, 2005
ADVEST, INC.
BD
CRD#: 10
HARTFORD, CT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BA
BELPOINTE ASSET MANAGEMENT LLC
ADVANCED PLANNING STRATEGIES | ZIMMERER & TECLE PRIVATE WEALTH MANAGEMENT, LLC | YATRA WEALTH DESIGN | WILCOX FINANCIAL SERVICES | WHITWELL & CO., LLC | WEALTH MANAGEMENT SOLUTIONS, LLC | TWO RIVERS WEALTH ADVISORS, LLC | TWENTY-TWENTY WEALTH & ADVISORY PARTNERS LLC | TUDOR CREST CAPITAL LLC | TODD MANN FINANCIAL SERVICES | TM FINANCIAL PLANNING | THREE PILLARS WEALTH MANAGEMENT, LLC | THORNTON INVESTMENT MANAGEMENT | THOR TRADING GROUP, LLC | THIRD AVENUE WEALTH | THE RETIREMENT ASSET MANAGEMENT GROUP | THE PATRIOT FINANCIAL GROUP, LLC | THE KORNERSTONE GROUP, LLC | THE ALCHEMISTS | T. MANN FINANCIAL | SYNERGY WEALTH MANAGEMENT | SYENA CAPITAL | SUMNER FINANCIAL ADVISORS, LLC | STEVEN L. SCHIPPEL CONSULTING | STEIN CAPITAL MANAGEMENT | SOONER PRIVATE FINANCIAL COUNCIL | SEAHORSE FAMILY OFFICE | SCHRECK WEALTH MANAGEMENT, LLC | SC CAPITAL ADVISORS | SARAH CARR FINANCIAL | SANGWIN INVESTMENTS | SANDERLING PARTNERS | ROWE FINANCIAL | RFS BLAZEI GROUP LLC | REUTER CAPITAL, LLC | RESHAPE WEALTH | REDWOOD FINANCIAL STRATEGIES | REDINGTON INVESTMENTS, LLC | R.D. TUNICK, INC. | PLATINUM FAMILY WEALTH OF BEVERLY HILLS, LLC | PALMERSTON GROUP ADVISORS | PALMER PRIVATE WEALTH | OSTB WEALTH STRATEGIES | OPUS WEALTH MANAGEMENT | OAK LEAF CAPITAL PARTNERS, LLC | NVISION WEALTH | NORTHSTAR FINANCIAL | NAVIGATION WEALTH MANAGEMENT, LLC | MOUNTAIN FINANCIAL CAPITAL | MOULTON WEALTH MANAGEMENT | MONTE RIO PARTNERS | MONGAR FINANCIAL SOLUTIONS | MONEYCOACH | MODERN CAPITAL, INC. | MIKE HINDMAN WEALTH ADVISORS, LLC | MIELE ADVISORY SERVICES, INC. | ME NEXT YEAR | MCLEAN ADVISORY GROUP | MANTZ WEALTH MANAGEMENT GROUP | LRVS ADVISORY GROUP | LIEBAERT ADVISORY GROUP | LEWIS WEALTH MANAGEMENT | LAUREL WEALTH SOLUTIONS | KNH GROUP, LLC | KIMMEL CONSULTING, LLC | KEY CONCERNS, INC. | KELLY DAY FINANCIAL SERVICES | KATSURA ASSET MANAGEMENT | JUMP, PERRY AND COMPANY, LLP | JULIAN WEALTH MANAGEMENT | JIM CIURLIK CONSULTING, INC. | JAG WM CO. | J.O.Y. WEALTH PARTNERS | INNOVATIVE PLANNING PARTNERS | HORST & JAGER | HOLLY WEALTH PLANNING | HAVEN FINANCIAL ADVISORS, LLC | HAVEN ADVISORY PARTNERS | GUARDIAN CAPITAL MANAGEMENT, LLC | GRELLE, JUMP & COMPANY | GREENVILLE FINANCIAL GROUP | GREAT LAKES BAY FINANCIAL | GFO WEALTH MANAGEMENT, LLC | GBJ SCOTT FINANCIAL, INC. | GATEWAY FINANCIAL ADVISORS | FUQUAY FINANCIAL PLANNING | FULL SAIL FINANCIAL | FRUITION FINANCIAL, LLC | FRENCH FINANCIAL GROUP | FINANCIALLY FIT LLC | FINANCIAL DESIGN LABS | EP TREMBLAY & ASSOCIATES, INC. | D.H. HILL ADVISORS, INC. | CREST ADVISORS, LLC | CREATIVE RETIREMENT PLANNING, LLC | CONNECTIVE PORTFOLIO MANAGEMENT | CONE WEALTH MANAGEMENT | CK WEALTH MANAGEMENT GROUP | CHILENO BAY FAMILY OFFICE | CHATHAM STREET ADVISORS | CHASLYN FINANCIAL GROUP, INC. | CB INVESTMENT MANAGEMENT | CARR FINANCIAL | CAPIROS WEALTH MANAGERS | CAPIROS WEALTH MANAGEMENT | BURGESSER WEALTH MANAGEMENT | BROOKS & ASSOCIATES CPAS, INC. | BRIDGEMORE FINANCIAL | BREAKAWAY FINANCIAL GROUP, LLC | BRANDSTRATEGY INVESTMENT MANAGEMENT | BOROUGH WEALTH MANAGEMENT, LLC | BORDE GLOBAL WEALTH MANAGEMENT | BLACK WEALTH FINANCIAL | BIRCHFIELD PARTNERS, LLC | BETTER DIVORCE SOLUTIONS | BELRAY ASSET MANAGEMENT, LLC | BELRAY ASSET MANAGEMENT | BELPOINTE WEALTH MANAGEMENT | BELPOINTE ASSET MANAGEMENT LLC | BELPOINTE | BEALL FINANCIAL PLANNING, INC. | AZER, DRISCOLL & DESIMONE, LLC | ASSET PRESERVATION STRATEGIES, INC. | ASPEN PEAK WEALTH MANAGEMENT, LLC | ASE PRIVATE WEALTH | ASE FINANCIAL ADVISORY GROUP, LLC | APERCU ADVISORS, LLC | ANTHEM ADVISORS, LLC | ANCHORY LLC | AMBRE FINANCIAL | ALETHEIA ADVISORY SERVICES, LLC | AFIN FAMILY WEALTH MANAGEMENT, INC.
CRD#: 143440 / SEC#: 801-69329
RIA
Registered Investment Advisory firm - (6/19/2008 Approved)Connecticut
Registered Investment Advisory firm - (7/30/2008 Terminated)New York
Registered Investment Advisory firm - (10/14/2008 Cancelled)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Nevada(7/27/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
BA
BELPOINTE ASSET MANAGEMENT LLC
ADVANCED PLANNING STRATEGIES | ZIMMERER & TECLE PRIVATE WEALTH MANAGEMENT, LLC | YATRA WEALTH DESIGN | WILCOX FINANCIAL SERVICES | WHITWELL & CO., LLC | WEALTH MANAGEMENT SOLUTIONS, LLC | TWO RIVERS WEALTH ADVISORS, LLC | TWENTY-TWENTY WEALTH & ADVISORY PARTNERS LLC | TUDOR CREST CAPITAL LLC | TODD MANN FINANCIAL SERVICES | TM FINANCIAL PLANNING | THREE PILLARS WEALTH MANAGEMENT, LLC | THORNTON INVESTMENT MANAGEMENT | THOR TRADING GROUP, LLC | THIRD AVENUE WEALTH | THE RETIREMENT ASSET MANAGEMENT GROUP | THE PATRIOT FINANCIAL GROUP, LLC | THE KORNERSTONE GROUP, LLC | THE ALCHEMISTS | T. MANN FINANCIAL | SYNERGY WEALTH MANAGEMENT | SYENA CAPITAL | SUMNER FINANCIAL ADVISORS, LLC | STEVEN L. SCHIPPEL CONSULTING | STEIN CAPITAL MANAGEMENT | SOONER PRIVATE FINANCIAL COUNCIL | SEAHORSE FAMILY OFFICE | SCHRECK WEALTH MANAGEMENT, LLC | SC CAPITAL ADVISORS | SARAH CARR FINANCIAL | SANGWIN INVESTMENTS | SANDERLING PARTNERS | ROWE FINANCIAL | RFS BLAZEI GROUP LLC | REUTER CAPITAL, LLC | RESHAPE WEALTH | REDWOOD FINANCIAL STRATEGIES | REDINGTON INVESTMENTS, LLC | R.D. TUNICK, INC. | PLATINUM FAMILY WEALTH OF BEVERLY HILLS, LLC | PALMERSTON GROUP ADVISORS | PALMER PRIVATE WEALTH | OSTB WEALTH STRATEGIES | OPUS WEALTH MANAGEMENT | OAK LEAF CAPITAL PARTNERS, LLC | NVISION WEALTH | NORTHSTAR FINANCIAL | NAVIGATION WEALTH MANAGEMENT, LLC | MOUNTAIN FINANCIAL CAPITAL | MOULTON WEALTH MANAGEMENT | MONTE RIO PARTNERS | MONGAR FINANCIAL SOLUTIONS | MONEYCOACH | MODERN CAPITAL, INC. | MIKE HINDMAN WEALTH ADVISORS, LLC | MIELE ADVISORY SERVICES, INC. | ME NEXT YEAR | MCLEAN ADVISORY GROUP | MANTZ WEALTH MANAGEMENT GROUP | LRVS ADVISORY GROUP | LIEBAERT ADVISORY GROUP | LEWIS WEALTH MANAGEMENT | LAUREL WEALTH SOLUTIONS | KNH GROUP, LLC | KIMMEL CONSULTING, LLC | KEY CONCERNS, INC. | KELLY DAY FINANCIAL SERVICES | KATSURA ASSET MANAGEMENT | JUMP, PERRY AND COMPANY, LLP | JULIAN WEALTH MANAGEMENT | JIM CIURLIK CONSULTING, INC. | JAG WM CO. | J.O.Y. WEALTH PARTNERS | INNOVATIVE PLANNING PARTNERS | HORST & JAGER | HOLLY WEALTH PLANNING | HAVEN FINANCIAL ADVISORS, LLC | HAVEN ADVISORY PARTNERS | GUARDIAN CAPITAL MANAGEMENT, LLC | GRELLE, JUMP & COMPANY | GREENVILLE FINANCIAL GROUP | GREAT LAKES BAY FINANCIAL | GFO WEALTH MANAGEMENT, LLC | GBJ SCOTT FINANCIAL, INC. | GATEWAY FINANCIAL ADVISORS | FUQUAY FINANCIAL PLANNING | FULL SAIL FINANCIAL | FRUITION FINANCIAL, LLC | FRENCH FINANCIAL GROUP | FINANCIALLY FIT LLC | FINANCIAL DESIGN LABS | EP TREMBLAY & ASSOCIATES, INC. | D.H. HILL ADVISORS, INC. | CREST ADVISORS, LLC | CREATIVE RETIREMENT PLANNING, LLC | CONNECTIVE PORTFOLIO MANAGEMENT | CONE WEALTH MANAGEMENT | CK WEALTH MANAGEMENT GROUP | CHILENO BAY FAMILY OFFICE | CHATHAM STREET ADVISORS | CHASLYN FINANCIAL GROUP, INC. | CB INVESTMENT MANAGEMENT | CARR FINANCIAL | CAPIROS WEALTH MANAGERS | CAPIROS WEALTH MANAGEMENT | BURGESSER WEALTH MANAGEMENT | BROOKS & ASSOCIATES CPAS, INC. | BRIDGEMORE FINANCIAL | BREAKAWAY FINANCIAL GROUP, LLC | BRANDSTRATEGY INVESTMENT MANAGEMENT | BOROUGH WEALTH MANAGEMENT, LLC | BORDE GLOBAL WEALTH MANAGEMENT | BLACK WEALTH FINANCIAL | BIRCHFIELD PARTNERS, LLC | BETTER DIVORCE SOLUTIONS | BELRAY ASSET MANAGEMENT, LLC | BELRAY ASSET MANAGEMENT | BELPOINTE WEALTH MANAGEMENT | BELPOINTE ASSET MANAGEMENT LLC | BELPOINTE | BEALL FINANCIAL PLANNING, INC. | AZER, DRISCOLL & DESIMONE, LLC | ASSET PRESERVATION STRATEGIES, INC. | ASPEN PEAK WEALTH MANAGEMENT, LLC | ASE PRIVATE WEALTH | ASE FINANCIAL ADVISORY GROUP, LLC | APERCU ADVISORS, LLC | ANTHEM ADVISORS, LLC | ANCHORY LLC | AMBRE FINANCIAL | ALETHEIA ADVISORY SERVICES, LLC | AFIN FAMILY WEALTH MANAGEMENT, INC.
CRD#: 143440 / SEC#: 801-69329
RIA
Registered Investment Advisory firm - (6/19/2008 Approved)Connecticut
Registered Investment Advisory firm - (7/30/2008 Terminated)New York
Registered Investment Advisory firm - (10/14/2008 Cancelled)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521
Mailing Address
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521
Phone number
(203) 629-3300
Established
Firm type
Fiscal year end
# of Employees
236
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14,788 |
| AUM (Assets Under Management) | $ 6,010,457,854 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 05/28/2025 | ||
| 01/29/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
