Stephen
Grisko

Blackridge Asset Management, LLC

CRD#2043696
Investment Advisor
in Buffalo, NY

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About this Advisor

Stephen Grisko is a financial advisor who works out of Buffalo, New York who has 2 years of relevant experience. Grisko is currently employed by Blackridge Asset Management, LLC. During their career, the advisor has held roles at Massmutual, Mml Investors Services LLC, Five Star Bank, Lpl Financial LLC, Peak Brokerage Services, LLC and Blackridge Asset Management. Grisko maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and is able to serve investors in Kansas and New York. Blackridge Asset Management, LLC is an advisory company that has its headquarters in Jupiter, FL. The firm has offices in 61 locations and a total of 80 people on staff. It controls $143 million in assets under management across its 806 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 806 client accounts, just 7% are held by high-net-worth clients who have at least $1 million in assets. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fees usually vary depending on which services the firm provides the client. However, fees billed by Blackridge Asset Management, LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 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

305 Spindrift Drive
Buffalo, NY 14221

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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

Stephen Grisko Work History

Stephen has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Blackridge Asset Management

2018 - Present (6 years)

Peak Brokerage Services, LLC

2013 - 2017 (4 years)

Five Star Bank

2013 - 2018 (5 years)

Lpl Financial LLC

2012 - 2013 (1 year)

Mml Investors Services LLC

2007 - 2013 (6 years)

Massmutual

*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 Stephen Grisko 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

Marilyn Gifford
Jupiter, FL
Ronald Waskow
Jupiter, FL
Ernesto Mendoza
El Paso, TX
Michael Bien
Beaverton, OR
Kayla Boron
Buffalo, NY
John Davenport
Norwalk, CT
Joseph Lux
Greensburg, PA
Rohn Pierce
Jupiter, FL

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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