Gregory
Petrie
Blackridge Asset Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Gregory Petrie is a financial advisor who works out of Jupiter, Florida who has 2 years of relevant experience. Petrie currently works for Blackridge Asset Management, LLC. Over the course of their career, Petrie has held roles at Peak Brokerage, Northwestern Mutual Wealth Management Company, Black Ridge Asset Management, Peak Brokerage Services, LLC, Next Financial Group, Inc, Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services LLC. Petrie maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Minnesota. Blackridge Asset Management, LLC is a financial advisory business based in Jupiter, FL. The firm has offices in 61 locations and a total of 80 financial advisors. It controls $143 million in assets among its 806 client accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 806 client accounts, just 7% are associated with high-net-worth investors who have at least $1 million in investable assets. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors largely depend on which service is offered. Fees charged by Blackridge Asset Management, LLC may include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Blackridge Asset Management, LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$142,558,285
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
80
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
806
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$176,871
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Gregory Petrie Work History
Gregory has been registered as a financial advisor for 2 years.*
Black Ridge Asset Management
Peak Brokerage Services, LLC
Northwestern Mutual Wealth Management Company
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Peak Brokerage
Next Financial Group, 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 Gregory Petrie 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
Jupiter, FL
Jupiter, FL
San Antonio, TX
Greensburg, PA
Jupiter, FL
Norwalk, CT
Buffalo, NY
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
![SmartAsset logo](https://d31s10tn3clc14.cloudfront.net/imgs/smartasset_transparent_250.png)