Belena Vincetti has been Chief Compliance Officer of Belpointe Asset Management since June 2021, is a control person of the firm and directly owns under 5% of it. Belena Vincetti holds a Bachelor's degree in Biology and French from Truman State University and a Master of Business Administration from the University of Wisconsin-Madison.
Belpointe Asset Management LLC is a Reno, NV firm with $7.58B under management, 7,604 clients and 151 advisers across 114 offices, as of its May 2026 filing.
Belena Vincetti is Chief Compliance Officer of Belpointe Asset Management, LLC. She has over a decade of experience in securities and insurance compliance, with over 15 years in the financial services industry, most recently running a boutique financial planning firm. Her experience spans back-office, operations, staff development, and personal financial planning and investment management.
Belena Vincetti’s longest registration was 10 years at MML Investors Services, LLC (2010–2021). Before joining Belpointe Asset Management in 2021, Belena Vincetti was registered through MML Investors Services, LLC.
- – present · 5 yearsMilwaukee, WI · Adviser representative · Firm CRD 143440
- MML Investors Services, LLC– · 10 yearsMilwaukee, WI · Adviser representative · Firm CRD 10409
Professional designations
Listed by Belpointe Asset Management
- CFP®
Investment adviser representative registrations
Belena Vincetti is registered as an investment adviser representative in Wisconsin, since February 2021.
- WisconsinSince 22 February 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 21 December 2022 |
| Series 53 | Municipal Securities Principal Examination | 21 December 2022 |
| Series 7TO | General Securities Representative Examination | 21 December 2022 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 20 November 2006 |
| Series 7 | General Securities Representative Examination | 12 October 2006 |
- Name
- General Securities Principal Examination
- Name
- Municipal Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Belena Gay Vincetti
- CRD
- 5207515
- Firm
- Belpointe Asset Management · CRD 143440
- Role
- Chief Compliance Officer
- Office
- Milwaukee, WI
- Registration
- Investment adviser registration
- In the industry since
- November 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- belpointeasset.com
Where does Belena Vincetti work?
Belena Vincetti has been Chief Compliance Officer of Belpointe Asset Management LLC since June 2021, and is a control person of the firm.
Is Belena Vincetti a financial advisor?
Yes. Belena Vincetti has a current investment-adviser registration in Wisconsin, through Belpointe Asset Management since February 2021.
How many years of experience does Belena Vincetti have?
Belena Vincetti has 19 years in the financial industry, since November 2006, across 2 adviser firms.
What exams has Belena Vincetti passed?
Belena Vincetti has passed 5 licensing exams: the Series 7, Series 66, Series 24, Series 53 and Series 7TO. The earliest, the Series 7, was passed in October 2006. FINRA credited Belena Vincetti with the SIE, which began in October 2018.
Where did Belena Vincetti work before Belpointe Asset Management?
Before Belpointe Asset Management, Belena Vincetti was registered through MML Investors Services, LLC, October 2010 to January 2021.
Where is Belena Vincetti based?
Belena Vincetti’s registered office is in Milwaukee, WI.
Is Belena Vincetti registered with FINRA?
No. Belena Vincetti has no current broker registration.
Is Belena Vincetti a CFP?
Belpointe Asset Management lists Belena Vincetti with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Belena Vincetti’s record?
Search CRD 5207515 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Belena Vincetti’s full registration record.
