DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Brett Thomas Ciarlo

Belpointe Asset Management LLCindependent RIAReno, Nv dual registrantIAPD 1645949

Feed of 09/14/2026

At current firm

0 y

since Sep 25, 2025

In the industry

19 y

since Apr 12, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Belpointe Asset Management LLC independent RIA current
since Sep 25, 2025 · Greenwich, Ct
Integrity Alliance, LLC BD affiliated
Sep 23, 2022 to Sep 25, 2025 · Urbandale, Ia
Capital Analysts BD affiliated
Apr 15, 2015 to Sep 26, 2022 · Farmington, Ct
Lincoln Investment independent RIA
Aug 2, 2010 to Sep 26, 2022 · Cincinnati, Oh
Great American Advisors, Inc. former
Sep 30, 2009 to Aug 4, 2010 · Cincinnati, Oh
Equitable Advisors, LLC national BD
Apr 13, 2007 to Oct 7, 2009 · Bayonne, Nj

Moves

a registration end followed by a registration begin elsewhere

Integrity Alliance, LLC to Belpointe Asset Management LLC
left Sep 25, 2025, registered Sep 25, 2025 (0 days) · Affiliated broker-dealer or bank to independent RIA
Lincoln Investment to Capital Analysts
left Sep 26, 2022, registered Apr 15, 2015 (-2721 days) · Other · moved with a team
Capital Analysts to Integrity Alliance, LLC
left Sep 26, 2022, registered Sep 23, 2022 (-3 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
Great American Advisors, Inc. to Lincoln Investment
left Aug 4, 2010, registered Aug 2, 2010 (-2 days) · corporate re-registration, not a move
Equitable Advisors, LLC to Great American Advisors, Inc.
left Oct 7, 2009, registered Sep 30, 2009 (-7 days) · Other

Signals

Brett Thomas Ciarlo left Integrity Alliance, Llc for Belpointe Asset Management Llc (registered 2025-09-25)
Sep 25, 2025 · Advisor changed firm · fact
Brett Thomas Ciarlo left Capital Analysts for Integrity Alliance, Llc (registered 2022-09-23)
Sep 26, 2022 · Advisor changed firm · fact
Brett Thomas Ciarlo left Lincoln Investment for Capital Analysts (registered 2015-04-15)
Sep 26, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address