This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

BELPOINTE ASSET MANAGEMENT LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 31, 1993earliest registration or exam on IAPD

Years in industry

33derivedfrom the industry start date

Years at current firm

5derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Analyst

Exams

S65|S63|S66

First exam

Mar 31, 1993

First registration

Mar 22, 2010

Dual registered

no

Other names

DANA CROSBY

IAPD individual key

2314538

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ba01f8d6-4fbb-5fa4-55ae-180f523abd47

First observed

Mar 22, 2010

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.