Omar
Shalabi
Blackridge Asset Management, LLC
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About this Advisor
Omar Shalabi is a certified financial planner working out of Jupiter, Florida with a total of 5 years of industry experience. Shalabi is on the advisory team at Blackridge Asset Management, LLC. Over the course of their career, they have held roles at Summit Financial Services, Summit Financial Group, Blackridge Asset Management and Peak Brokerage Services. Shalabi maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Massachusetts and South Carolina. Blackridge Asset Management, LLC is a firm headquartered in Jupiter, FL. The investment advisory business has offices in 61 locations and a total of 80 advisors. It manages $143 million in total assets among its 806 client accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 806 client accounts, just 7% are held by high-net-worth investors who have at least $1 million in investable assets. Blackridge Asset Management, LLC offers a broad set 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 the services provided. However, fee types charged by Blackridge Asset Management, LLC likely 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
Omar Shalabi Work History
Omar has been registered as a financial advisor for 5 years.*
Blackridge Asset Management
Peak Brokerage Services
Summit Financial Services
Summit Financial Group
*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 Omar Shalabi 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
Jupiter, FL
Jupiter, FL
San Antonio, TX
Beaverton, OR
Jupiter, FL
Norwalk, CT
Edisto Island, SC
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.
