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Alexander Jay Milton

Investment Adviser Representative at Belpointe Asset Management LLC

Munster, INCRD #7870959Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Alexander Jay Milton is an investment adviser representative with Belpointe Asset Management LLC in Munster, IN, where they have been registered since 2025. They have worked in the securities industry since 2025 and were previously registered with Cetera Investment Services LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Indiana.

Office

9610 N Centennial Drive Suite E
Munster, IN 46321

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Indiana

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 5/9/2025
Series 7
General Securities Representative Examination
Passed 2/7/2025
SIE
Securities Industry Essentials Examination
Passed 8/23/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Belpointe Asset Management LLCCurrent
5/13/2025 – Munster, IN
Cetera Investment Services LLC
2/7/2025 – 4/1/2025Munster, IN

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. AFIN Family Wealth Management
    Jan 2025 – no end date reportedMunster, IN
  2. Cetera Investment Services LLC
    Jan 2025 – Apr 2025St Cloud, MN
  3. AFIN Family Wealth Management
    Feb 2024 – Jan 2025Munster, IN
  4. Brightview
    Sep 2022 – Feb 2024Boynton Beach, FL
  5. Normandy Center for Nursing and Healing
    Mar 2022 – Sep 2022Jacksonville, FL
  6. Landshark Bar & Grill
    Feb 2021 – Mar 2022Jacksonville, FL
  7. Millers Ale House
    Aug 2020 – Jan 2021Jacksonville, FL
  8. Longhorn Steakhouse
    Oct 2017 – Feb 2020Lake City, FL
  9. Florida Gateway College
    Sep 2018 – Aug 2019Lake City, FL
  10. Southeastern University
    Sep 2015 – Dec 2016Lakeland, FL
  11. University of North Carolina at Charlotte
    Jan 2017 – Aug 2017Charlotte, NC
  12. Outback Steakhouse
    Jan 2017 – Sep 2017Charlotte, NC
  13. Unemployed
    Mar 2020 – Jul 2020Lake City, FL
  14. Kelly Services
    Oct 2017 – Jan 2018Lake City, FL
  15. Belpointe Asset Management LLC
    May 2025 – no end date reportedRena, NV

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Belpointe Asset Management LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsOther Investment AdvisersCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
169
Offices listed on AdvisorFinder:
23
Main office:
Reno, NV
SEC file number:
801-69329

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of May 13, 2026

View full firm profile

Other advisors at Belpointe Asset Management LLC

Showing 12 of 169 in the directory

View Belpointe Asset Management LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Alexander Jay Milton has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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