Abbey
Gwin
Blackridge Asset Management, LLC
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About this Advisor
Abbey Gwin is a financial advisor working in Jupiter, Florida, with 5 years of relevant experience. Gwin is an advisor for Blackridge Asset Management, LLC. Over the course of their career, they have held roles at Metlife Securities Inc, Peak Brokerage Services, LLC and Blackridge Asset Management, LLC. Gwin has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to advise clients in New York and Texas. Blackridge Asset Management, LLC is a firm based out of Jupiter, FL. The company has offices in 61 locations and a total of 80 advisors. It controls $143 million in total assets across its 806 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 806 client accounts, just 7% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Blackridge Asset Management, LLC 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 services the firm provides the client. Fees billed by Blackridge Asset Management, LLC can include 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
Abbey Gwin Work History
Abbey has been registered as a financial advisor for 5 years.*
Peak Brokerage Services, LLC
Blackridge Asset Management, LLC
Metlife Securities 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 Abbey Gwin 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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