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Charles Marc Wilner

Blackridge Asset Management, LLC
26 Years of Experience
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning
Blackridge Asset Management, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
67 advisors
Number of Clients
687 clients
Average Client Portfolio
$287K average
Assets Under Management
$196.8M

Fee Structure

Minimum Investment:$25K

Location

Palm Beach Gardens, FL

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History

Regulatory History (1)
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Criminal
April 1983
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Charles is an insurance agent, spending about a quarter of his time selling and supporting insurance policies. He is also the President of BetOnU Inc., teaching individuals, and an IAR at Blackridge Asset Management, focusing on asset management nearly full-time.

Employment History
Current Registrations
Blackridge Asset Management, LLC
January 2022 - Present · 4 yrs 1 mo
Peak Brokerage Services, LLC
January 2022 - Present · 4 yrs 1 mo
Peak Brokerage Services, LLCBroker
January 2022 - Present · 4 yrs 1 mo
Previous Registrations
Ameriprise Financial Services, LLC
October 2020 - September 2021 · 11 mos
Ameriprise Financial Services, LLCBroker
October 2020 - September 2021 · 11 mos
Ameriprise Financial Services, LLC.
April 2020 - June 2020 · 2 mos
Ameriprise Financial Services, LLCBroker
April 2020 - June 2020 · 2 mos
LPL Financial LLC
May 2019 - April 2020 · 11 mos
Independent Financial Partners
September 2016 - May 2019 · 2 yrs 8 mos
Independent Financial Partners
May 2016 - May 2016 · 0 mos
LPL Financial LLCBroker
April 2016 - April 2020 · 4 yrs
Allstate Financial Services, LLCBroker
June 2008 - May 2016 · 7 yrs 11 mos
Kovack Advisors, INC.
January 2007 - June 2008 · 1 yr 5 mos
Kovack Securities INC.Broker
June 2004 - June 2008 · 4 yrs
Capital Analysts, IncorporatedBroker
April 2004 - June 2004 · 2 mos
New England SecuritiesBroker
October 2002 - March 2004 · 1 yr 5 mos
New England SecuritiesBroker
February 2002 - September 2002 · 7 mos
Galleon Merchant Banking, INC.Broker
May 1999 - December 2001 · 2 yrs 7 mos
Fechtor, Detwiler & CO., INC.Broker
March 1998 - April 1998 · 1 mo
PFS Investments INC.Broker
February 1998 - March 1998 · 1 mo
First Investors CorporationBroker
October 1988 - February 1989 · 4 mos
State Registrations3 states
CTFLNC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.