Blackridge Asset Management, LLC
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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
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Blackridge Asset Management, LLC Brokerage Details
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
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.
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
El Paso, TX
San Antonio, TX
Edisto Island, SC
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 email@example.com.
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