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
Jackson, MI
Credentials
Series 66
Industry experience
10 years
Philip Ferraro III is a financial advisor with Blackridge Asset Management, LLC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Wealth Strategies Financial Group, Minnesota Life Insurance Services, and Mass Mutual Life Insurance Company. Outside of his advisory work, he serves on the University of Michigan Athletics Career Advisory Board and works as a wrestling referee to support youth development. Blackridge Asset Management provides personalized financial planning and asset management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and small businesses. The firm utilizes a client-driven investment process with model portfolios and third-party managers, offering both discretionary and non-discretionary account 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
Jackson, MI
Michigan
Blackridge Asset Management, LLC
2021 - Present (5 years)
Peak Brokerage Serices, LLC
2021 - Present (5 years)
Wealth Strategies Financial Group
2018 - 2021 (3 years)
Minnesota Life Insurance Services
2018 - 2021 (3 years)
Securian Financial Services Inc
2018 - 2021 (3 years)
MML Investors Services
2017 - 2018 (1 year)
Mass Mutual Life Insurance Company
2016 - 2018 (2 years)
MSI Financial Services Inc
2016 - 2017 (1 year)
MetLife Securities INC
2015 - 2016 (1 year)
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 65
Clarklake, MI
Wittlin Advisory
Series 63, Series 65
Jackson, MI
RMG Advisory Services
Series 63, Series 65
Jackson, MI
Jack V.. Butterfield Investment Company
Series 65
Jackson, MI
Richmond Brothers, Inc.
CFP®, Series 63, Series 65
Jackson, MI
Richmond Brothers, Inc.
ChFC®
Spring Arbor, MI
GuideStream Financial, Inc.
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