Denise Nostrom
Denise Nostrom is a registered investment advisor at Blackridge Asset Management, LLC, based in Medford, NY, with 33 years of industry experience. Denise operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 687 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Blackridge Asset Management's advisors are compensated for their services by charging an advisory fee, or a combination of an advisory fee and a promotion fee, based on a percentage of the value of the assets they manage in your account, subject to a stated maximum. The actual fee is disclosed before you sign the management agreement. The advisory fee is shared between the advisor and Blackridge Asset Management. Fees are deducted from the account in advance, on a quarterly basis, based on an average daily balance from the previous quarter.
Location
1355 N Ocean Ave, Medford, NY, 11763
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Denise is an insurance agent involved in fixed insurance sales since 1996, dedicating a few hours per week to this activity. She is also a director with 100% ownership in Diversified Financial Solutions, spending nearly full-time on this endeavor, and the founder/president of a non-profit women's group, POWER, dedicating minimal time.
Employment History
Current Registrations
Blackridge Asset Management, LLC
Peak Brokerage Services, LLC
Peak Brokerage Services, LLCBroker
Previous Registrations
Blackridge Asset Management, LLC
Next Financial Group, INC.
Next Financial Group, INC.Broker
Main Street Management CompanyBroker
Advantage Capital CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.