Advisor at Blackridge Asset Management, LLC
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Firm
Blackridge Asset Management, LLC
Location
Williamsville, NY 14221
Credentials
Series 66
Industry experience
5 years
Alexander Long is a financial advisor at Blackridge Asset Management, LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at Silver Grove Advisory Services and LPL Financial, LLC. Outside of his advisory role, he provides college planning and financial aid consulting through a business called Send Your Kids to College. Blackridge Asset Management offers personalized financial planning, asset management, and consulting services to individuals, high-net-worth clients, pension plans, trusts, and small businesses. The firm’s investment approach includes client risk profiling, model portfolio construction, and management through various custodians, with a focus on due diligence and performance monitoring.
Based on Blackridge Asset Management, LLC
IARs may charge retainer fees for financial planning, consulting and/or asset management services; terms stated in client agreement
Some IARs may be dually registered as Registered Representatives and receive commissions on securities and insurance products; BAM does not share in these commissions
Account minimum: $150,000 standard minimum for multiple manager portfolio accounts; $100,000 for TPMM strategies; $25,000 for Advisor as Portfolio Manager Programs; BAM may accept accounts below these thresholds at its discretion Minimum fee: Minimum account fees expressed in annual amounts, assessed quarterly (e.g., $100 minimum annual fee assessed as $25 per quarter) Fee-only: Primarily a fee-only investment advisory firm; advisory fees charged as percentage of assets under management, varying by asset level and investment style
5214 Main Street, Suite 200
Williamsville, NY 14221
New York
Peak Brokerage Services, LLC
2025 - Present (1 year)
Blackridge Asset Management, LLC
2025 - Present (1 year)
Silver Grove Advisory Services
2021 - 2025 (4 years)
LPL Financial, llc
2020 - 2025 (5 years)
Specific Solutions, Inc.
2011 - 2025 (14 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
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EWM Advisory
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