Fieldpoint Private provides clients access to products and services offered through bank and non-bank affiliates. Banking services offered through Fieldpoint Private Bank and Trust Member FDIC – Equal Housing Lender. NMLS 408942.
Securities and Registered Investment Advisory Services offered through Fieldpoint Private Securities, LLC, an SEC registered investment advisor and broker-dealer. Member, FINRA, MSRB and SIPC.
Securities, brokerage, investment advisory and other non-deposit investment products: Are not FDIC insured—Are Not Bank- Guaranteed— May Lose Value, Including The Principal Invested.
Neither Fieldpoint Private Bank and Trust
nor Fieldpoint Private Securities, LLC provide tax or legal advice.