Lisa
Avenevoli
Blackridge Asset Management, LLC
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About this Advisor
Lisa Avenevoli is a certified financial planner based in Jupiter, Florida with a total of 2 years of industry experience. Avenevoli is currently employed by Blackridge Asset Management, LLC. Throughout their career, they have worked at Steve Robbins, Inc and Blackridge Asset Management, LLC. Avenevoli has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Missouri. Blackridge Asset Management, LLC is an advisory company based in Jupiter, FL. The firm has offices in 61 locations and a total of 80 financial advisors. It oversees $143 million in total assets across its 806 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 806 customer accounts, just 7% are associated with high-net-worth clients who have at least $1 million in assets. Blackridge Asset Management, LLC offers a wide range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advisory services usually are based on the financial services offered. Fees billed by Blackridge Asset Management, LLC may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Blackridge Asset Management, LLC Brokerage Details
$142,558,285
80
806
$176,871
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Lisa Avenevoli Work History
Lisa has been registered as a financial advisor for 2 years.*
Blackridge Asset Management, LLC
Steve Robbins, 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 Lisa Avenevoli to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
