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
Jupiter, FL 33477
Credentials
PFS™, Series 66
Industry experience
22 years
Mark Rupolo is a financial advisor at Blackridge Asset Management, LLC with 22 years of industry experience. He holds the PFS™ designation and Series 66 license. His prior experience includes roles at Peak Brokerage Services, Lurie, LLP, and 1st Global Advisors, among others. Outside of advisory work, he is the president and owner of a CPA firm and serves as president on two condominium association boards in Fort Myers, FL. 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 incorporates client risk profiles and employs both proprietary and third-party model portfolios, 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
1070 E. Indiantown Road, Suite 208 210
Jupiter, FL 33477
Florida
Peak Brokerage Services, LLC
2019 - Present (7 years)
Blackridge Asset Management, LLC
2019 - Present (7 years)
Lurie, LLP
2018 - 2022 (4 years)
1 St Global Insurance Services
2005 - 2019 (14 years)
1ST Global Advisors, Inc.
2004 - 2019 (15 years)
Hagen Palen Financial Services, LLC
2003 - Present (23 years)
1st Global Capital Corp
2003 - 2019 (16 years)
Hagen Palen & Co
1990 - 2018 (28 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.
CFP®, Series 66
Juno Beach, FL
TAK Advisory
CFA®, Series 63, Series 65, Series 66
Jupiter, FL
Tegeta Capital, LLC
Series 63, Series 65
North Palm Beach, FL
Farrar Wealth Management, LLC
Series 65
Palm Beach Gardens, FL
Registered Investment Advisors, LLC
Series 63, Series 65
Jupiter, FL
Patriot Securities LLC
Series 65
Jupiter, FL
Boca Retirement Strategies Inc.
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