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Amy Elizabeth Emery

2 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning
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
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Location

1070 E. Indiantown Road, Suite 208-210, Jupiter, FL, 33477

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Amy works as a Student Assistant Specialist focusing on mental health and substance abuse for Loudon County Public Schools since 2013. This role takes nearly full-time, with a significant portion of her time spent during trading hours.

Employment History
Current Registrations
Blackridge Asset Management, LLC
March 2023 - Present · 2 yrs 11 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.
Amy Elizabeth Emery - Financial Advisor | TrueAdvisor