Joseph
Grutta

Blackridge Asset Management, LLC

CRD#1098732
Investment Advisor
in Jupiter, FL

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About this Advisor

Joseph Grutta is a financial advisor working out of Jupiter, Florida with a total of 3 years of relevant experience. Grutta is currently employed by Blackridge Asset Management, LLC. Over the course of their career, they have held roles at J.A.G. Consulting Co, Peak Brokerage Services, LLC, Blackridge Asset Management, LLC and Centaurus Finanical, Inc. Grutta maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida. Blackridge Asset Management, LLC is a company operating out of Jupiter, FL. The company has offices in 61 locations and a total of 80 financial advisors. It manages $143 million in assets among its 806 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 806 client accounts, just 7% are held by high-net-worth investors who have at least $1 million in assets available to invest. Blackridge Asset Management, LLC has a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fee schedules largely depend on the type of financial services offered. However, fees charged by Blackridge Asset Management, LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1070 E. Indiantown Road Suite 208-210
Jupiter, FL 33477

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Blackridge Asset Management, LLC Brokerage Details

Total Assets Under Management

$142,558,285

FL Average: $1,855,561,029
Total Number of Employees

80

FL Average: 62
Total Number of Accounts

806

FL Average: 2,474
Average Account Size

$176,871

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Joseph Grutta Work History

Joseph has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Peak Brokerage Services, LLC

2020 - Present (4 years)

Blackridge Asset Management, LLC

1993 - Present (31 years)

J.A.G. Consulting Co

2006 - 2020 (14 years)

Centaurus Finanical, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Joseph Grutta to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Blackridge Asset Management, LLC

Ronald Waskow
Jupiter, FL
Marilyn Gifford
Jupiter, FL
Kevin Snow
Jackson, MI
Peter Kotos
Jupiter, FL
Rohn Pierce
Jupiter, FL
Kayla Boron
Buffalo, NY
Joseph Lux
Greensburg, PA
Ernesto Mendoza
El Paso, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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