Advisor at Blackridge Asset Management, LLC
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Firm
Blackridge Asset Management, LLC
Location
Miami, FL
Credentials
Series 66
Industry experience
11 years
Nathan Ramos is a financial advisor with Blackridge Asset Management, LLC, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at Blackridge Asset Management since 2017 and previously held roles at Padilla & Associates Wealth Management and NEXT Financial Group. Outside of his advisory work, Ramos tutors undergraduate and graduate students in mathematics, statistics, finance, and business topics, and serves as an instructor for a quantitative portfolio management course. Blackridge Asset Management provides personalized financial planning, asset management, and consulting services to individuals, high-net-worth clients, pension plans, trusts, and small businesses. The firm uses client risk profiles to guide portfolio construction and offers discretionary and non-discretionary account management through various custodians, with a multiphase due diligence process for sub-managers.
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
Miami, FL
Florida · Texas
Blackridge Asset Management, LLC
2017 - Present (9 years)
PEAK Brokerage Services, LLC
2017 - Present (9 years)
Padilla & Associates Wealth Management
2013 - 2017 (4 years)
NEXT Financial Group
2013 - 2017 (4 years)
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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
Coral Gables, FL
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CFP®, ChFC®, Series 63, Series 65
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Series 65
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CFP®, CFA®, ChFC®, Series 63, Series 65, Series 66
Miami, FL
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Series 65
Key Biscayne, FL
Private Lane Capital, LLC
Series 65
Miami, FL
BlueReef Capital
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