Marilyn
Gifford

Blackridge Asset Management, LLC

CRD#1578558
Investment Advisor
in Jupiter, FL

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About this Advisor

Marilyn Gifford is a financial advisor based in Jupiter, Florida, working with Blackridge Asset Management, LLC. Marilyn has previously held positions at Edward Jones, Xtreme Realty Team, Keller Williams Partners Realty, American Learning System, and Peak Brokerage Services, LLC. Marilyn has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Marilyn is part of Blackridge Asset Management, LLC, which operates out of Jupiter, Florida. The firm has 61 offices and 80 employees. The firm manages assets totaling $186.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Blackridge Asset Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66

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

$186,557,899

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

80

FL Average: 62
Total Number of Accounts

853

FL Average: 2,474
Average Account Size

$218,708

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

Marilyn Gifford Work History

2022 - Present (3 years)

Peak Brokerage Services, LLC

2018 - 2022 (4 years)

Edward Jones

2016 - 2018 (2 years)

Keller Williams Partners Realty

2014 - 2016 (2 years)

Xtreme Realty Team

2013 - 2015 (2 years)

American Learning System

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Disclosures

Please visit the SEC profile of Marilyn Gifford 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

Sylvia Umbles
Perrysburg, OH
Izalina Mosholt
Red Bank, NJ
Rohn Pierce
Jupiter, FL
Philip Ferraro
Jupiter, FL
Kevin Geiger
Schaumburg, IL
James Cook
Edisto Island, SC
Ernesto Mendoza
El Paso, TX
Marilyn Gifford
Jupiter, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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