Advisor at Carter Ridge Strategic Advisors
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Firm
Carter Ridge Strategic Advisors
Location
Odessa, FL
Credentials
Series 63, Series 65
Industry experience
32 years
Ralph Marra is a financial advisor at Carter Ridge Strategic Advisors in Odessa, FL, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at National Securities Corporation and Peak Brokerage Services, LLC. Carter Ridge Strategic Advisors is an independent, state-registered advisory firm serving individuals, small businesses, and high-net-worth clients. The firm provides discretionary and non-discretionary portfolio management and investment consulting, utilizing a process that includes fundamental, technical, and economic analysis, and incorporates strategies such as long- and short-term trading, strategic asset allocation, alternative investments, and the use of derivatives and leverage when appropriate.
Based on Carter Ridge Strategic Advisors
$0 - $750,000: 1.50% $750,001 - $2,500,000: 1.00% $2,500,001+: 0.75%
$500 per hour
Ongoing investment consulting fees are negotiable, charged annually and billed quarterly in arrears
Account minimum: $25,000
Odessa, FL
Florida · Texas
Carter Ridge Strategic Advisors
2022 - Present (4 years)
Peak Brokerage Services, LLC
2022 - 2022 (1 year)
Unemployed
2020 - 2022 (2 years)
National Securities Corporation
2015 - 2020 (5 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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