Advisor at Blackridge Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Blackridge Asset Management, LLC
Location
Wyomissing, PA 19610
Credentials
Series 63, Series 66
Industry experience
33 years
Dennis Pellegrini is a financial advisor with Blackridge Asset Management, LLC and holds Series 63 and Series 66 licenses. He has 33 years of industry experience, including ten years at Blackridge and a prior decade at NEXT Financial Group, Inc. Outside of his advisory work, he owns a retail T-shirt business and is a partner in a scholarship program. Blackridge Asset Management provides personalized financial planning, asset management, and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and small businesses. The firm’s investment approach is guided by client risk profiles and employs a multiphase due diligence process, offering both discretionary and non-discretionary portfolio management.
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
49 Commerce Dr.
Wyomissing, PA 19610
Pennsylvania
Blackridge Asset Management, LLC
2016 - Present (10 years)
PEAK Brokerage Services, LLC
2016 - Present (10 years)
NEXT Financial Group, Inc.
2006 - 2016 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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
They provide legal services, typically billed separately.
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 63, Series 65
Birdsboro, PA
Paul Fair Associates, LLC
Series 65
Wyomissing, PA
Foster Investment Management, LLC
Series 63, Series 65
Mohnton, PA
GuidePost Capital Management Group, LLC
CFP®
Sinking Spring, PA
Rewealth
I'm a real estate investor and coach-at-heart with first-hand experience in landlording, property management, and adding value through late night renovations and elbow grease. It can be hard for real estate investors to find a financial advisor that's not pitching them on another insurance product or trying to persuade them to sell their properties and put the proceeds into securities the advisor can manage. I founded REWealth to be different: to bring real financial planning and conflict-free advice to those who hold or aspire to hold real estate directly. I've spent over ten years combined in finance, technology, and real estate. Before that, I was an elementary school teacher. In each role, the bar was held high to achieve excellence for clients, partners, and students. REWealth holds itself, and I hold myself, to the same high standards of execution and integrity. I'll add that while REWealth is open to servicing people from all backgrounds, my family and I are Christians and are members in good standing at our local church. Check out REWealth’s website here: https://rewealthplanning.com/
Series 65
Wyomissing, PA
Walsky Investment Management Inc
Series 65
Wyomissing, PA
Berkshire Advisors, Inc.
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