Denise
Nostrom

Blackridge Asset Management, LLC

CRD#2075686
Investment Advisor
in Medford, NY

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About this Advisor

Denise Nostrom is a financial advisor working out of Medford, New York with a total of 7 years of relevant experience. Nostrom is currently employed by Blackridge Asset Management, LLC. Throughout their career, they have worked at Bisys, Next Financial Group, Inc, Peak Brokerage Services, LLC and Blackridge Asset Management, LLC. Nostrom maintains a Series 63 license, certifying them as a securities representative, and can work in New York and Texas. Blackridge Asset Management, LLC is a registered investment firm based out of Jupiter, FL. The firm has offices in 61 locations and a total of 80 financial advisors. It controls $143 million in total assets across its 806 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 806 accounts, just 7% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management largely depend on which services are offered. However, fee types charged by Blackridge Asset Management, LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

7 years

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

1355 N Ocean Ave
Medford, NY 11763

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Blackridge Asset Management, LLC Brokerage Details

Total Assets Under Management

$142,558,285

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

80

NY Average: 62
Total Number of Accounts

806

NY Average: 2,474
Average Account Size

$176,871

NY Average: $750,025

Investment Advisory Services

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

Denise Nostrom Work History

Denise has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Peak Brokerage Services, LLC

2016 - Present (8 years)

Blackridge Asset Management,LLC

1996 - Present (28 years)

Bisys

2004 - 2016 (12 years)

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.

Disclosures

Please visit the SEC profile of Denise Nostrom 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

Ronald Waskow
Jupiter, FL
Marilyn Gifford
Jupiter, FL
Ernesto Mendoza
El Paso, TX
Kevin Snow
Jackson, MI
Michael Bien
Beaverton, OR
John Davenport
Norwalk, CT
James Cook
Edisto Island, SC
Joseph Lux
Greensburg, PA

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.

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