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Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients


Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types



No timeline events available.
Employer Years Dates
Tuttle Tactical Management, LLC 3 years, 1 month Feb 2015 - Present
Belpointe Asset Management LLC 7 years, 2 months Jan 2011 - Present
Dc Nelson Asset Management LLC 10 years, 4 months Oct 2000 - Feb 2011
Are You
David Charles Nelson?
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Designations & Memberships

  • Chartered Financial Analyst
    Chartered Financial Analyst
    Widely considered the gold standard for investment professionals, this six decade old charter is only given to designees who can demonstrate competence, integrity, and dedication to the field of investment management.

Articles and Answers

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Licenses & Conducts

U.S. Securities and Exchange Commission
  • license status
  • disclosures
  • as of date
    Sep 9, 2016
  • license status
    Not registered
  • disclosures
  • as of date
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:


Belpointe Asset Management LLC

Last updated on Sept. 27, 2017
    • $622.6M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3K
    • $231.8K
      Estimated Average Account Balance


Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
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