Dennis
Palmerini

Blackridge Asset Management, LLC

CRD#5357185
Investment Advisor
in Burlington, MA

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About this Advisor

Dennis Palmerini is a financial advisor based in Burlington, Massachusetts, working with Blackridge Asset Management, LLC. Dennis has previously held positions at Mass Mutual Life Insurance Company, Mml Investor Services, Penn Mutual Life Ins Co, Hornor Townsend & Kent LLC, Peak Brokerage Services, LLC, and Blackridge Asset Management, LLC. Dennis has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Massachusetts. Currently, Dennis is part of Blackridge Asset Management, LLC, which operates out of Burlington, Massachusetts. 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 66, CERTIFIED FINANCIAL PLANNER™

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

Burlington, MA

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Blackridge Asset Management, LLC Brokerage Details

Total Assets Under Management

$186,557,899

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

80

MA Average: 62
Total Number of Accounts

853

MA Average: 2,474
Average Account Size

$218,708

MA Average: $750,025

Investment Advisory Services

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

Dennis Palmerini Work History

2019 - Present (5 years)

Penn Mutual Life Ins Co

2019 - Present (5 years)

Peak Brokerage Services, LLC

2019 - Present (5 years)

Blackridge Asset Management, LLC

2019 - 2019 (< 1 year)

Hornor Townsend & Kent LLC

2011 - 2019 (8 years)

Mass Mutual Life Insurance Company

2011 - 2019 (8 years)

Mml Investor Services

Disclosures

Please visit the SEC profile of Dennis Palmerini 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

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

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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