Charles M. Wilner

BLACKRIDGE ASSET MANAGEMENT

Palm Beach Gardens, FL

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CRD#: 1853205

Professional summary

Charles Marc Wilner, who also goes by Charlie Wilner, Charles Wilner, is a registered financial advisor currently at BLACKRIDGE ASSET MANAGEMENT, LLC located in Palm Beach Gardens, Florida and PEAK BROKERAGE SERVICES, LLC located in Jupiter, Florida.

Charles is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Charles has worked at 14 firms and has passed the Series 65, Series 66, Series 63, Series 99TO, SIE, Series 7, Series 6, Series 27 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Charlie Wilner | Charles Wilner

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Business Activity: Insurance Agent; Business Entity: Charles Wilner; Duties of the position: sell and support insurance policies; Title: agent; Start Date: 01/2022; Approx. # of hours per month spent on activity: 50; Approx. # of hours spent during trading hours:0 2) Business Activity: Advice and Education; Business Entity: BetOnU. Inc; Address: Palm Beach Gardens, FL; Duties of position: Teaching individuals; Title: President; Start Date:07/2021; Approx. # of hours per month spent on activity: 20; Approx. # of hours spent during trading hours: 0 3) Business Activity: RIA; Business Entity: Blackridge Asset Management; Address: Jupiter, FL; Duties of position: Asset Management; Title: IAR; Start Date:01/2022; Approx. # of hours per month spent on activity: 140; Approx. # of hours spent on activity during trading hours: 6.5

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Marc Wilner's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 28, 2022 - Present

BLACKRIDGE ASSET MANAGEMENT, LLC

RIA

CRD#: 277085

Palm Beach Gardens, FL

Current

January 11, 2022 - Present

PEAK BROKERAGE SERVICES, LLC

Office #1: 1070 East Indiantown Road Suite 208 - 210, Jupiter, FL 33477-9999

CRD#: 157045

Jupiter, FL

Past

October 22, 2020 - September 17, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Palm Beach Gardens, FL

Past

October 21, 2020 - September 17, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

April 20, 2020 - June 25, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

PALM BEACH GARDENS, FL

Past

April 17, 2020 - June 25, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

PALM BEACH GARDENS, FL

Past

May 13, 2019 - April 28, 2020

LPL FINANCIAL LLC

RIA

CRD#: 6413

PALM BEACH GARDENS, FL

Past

September 13, 2016 - May 10, 2019

INDEPENDENT FINANCIAL PARTNERS

RIA

CRD#: 125112

Palm Beach Gardens, FL

Past

May 3, 2016 - May 6, 2016

INDEPENDENT FINANCIAL PARTNERS

RIA

CRD#: 125112

Palm Beach Gardens, FL

Past

April 29, 2016 - April 28, 2020

LPL FINANCIAL LLC

CRD#: 6413

PALM BEACH GARDENS, FL

Past

June 23, 2008 - May 9, 2016

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

BOCA RATON, FL

Past

January 17, 2007 - June 23, 2008

KOVACK ADVISORS, INC.

RIA

CRD#: 140808

FT. LAUDERDALE, FL

Past

June 10, 2004 - June 23, 2008

KOVACK SECURITIES INC.

CRD#: 44848

RIVIERA, FL

Past

April 6, 2004 - June 11, 2004

CINCINNATI ANALYSTS, INC.

CRD#: 5478

CINCINNATI, OH

Past

October 28, 2002 - March 16, 2004

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Past

February 6, 2002 - September 30, 2002

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Past

May 13, 1999 - December 12, 2001

GRANITE ASSOCIATES, INC

CRD#: 46682

DELRAY BEACH, FL

Past

March 11, 1998 - April 2, 1998

DETWILER FENTON & CO.

CRD#: 1794

BOSTON, MA

Past

February 4, 1998 - March 26, 1998

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

Past

October 5, 1988 - February 15, 1989

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BLACKRIDGE ASSET MANAGEMENT, LLC

CRD#: 277085 / SEC#: 801-108114

RIA

Registered Investment Advisory firm - (7/8/2016 Approved)

Florida

Registered Investment Advisory firm - (7/13/2016 Terminated)

New York

Registered Investment Advisory firm - (7/13/2016 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Connecticut
(11/1/2023)

Florida
(1/12/2022)

IAR

Florida
(1/28/2022)

North Carolina
(11/13/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/2/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 1/12/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/3/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/2/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/3/1998

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 27

Date: 3/9/2001

Financial and Operations Principal Examination

Principal/Supervisory Exam

Series 24

Date: 7/30/1999

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

BLACKRIDGE ASSET MANAGEMENT, LLC

CRD#: 277085 / SEC#: 801-108114

RIA

Registered Investment Advisory firm - (7/8/2016 Approved)

Florida

Registered Investment Advisory firm - (7/13/2016 Terminated)

New York

Registered Investment Advisory firm - (7/13/2016 Terminated)

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Contact information

Main Address

1070 E. Indiantown Road Suite 208-210, Jupiter, FL 33477

Mailing Address

Phone number

(561) 641-5050

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (37 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BAM_ADV2A (FINAL 9.29.25) (9/29/2025)

Regulatory assets under management

Total Number of Accounts	826
AUM (Assets Under Management)	$ 196,842,156

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Charles M. Wilner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Marc Wilner's CRS (Customer Relationship Summary).

Certified licenses

Experience

PEAK BROKERAGE SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

LPL FINANCIAL LLC

INDEPENDENT FINANCIAL PARTNERS

INDEPENDENT FINANCIAL PARTNERS

LPL FINANCIAL LLC

ALLSTATE FINANCIAL SERVICES, LLC

KOVACK ADVISORS, INC.

KOVACK SECURITIES INC.

CINCINNATI ANALYSTS, INC.

NEW ENGLAND SECURITIES

NEW ENGLAND SECURITIES

GRANITE ASSOCIATES, INC

DETWILER FENTON & CO.

PFS INVESTMENTS INC.

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

BLACKRIDGE ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/2/2016

Series 66

Date: 1/12/2007

Series 63

Date: 2/3/1998

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 4/2/1999

Series 6

Date: 2/3/1998

Series 27

Date: 3/9/2001

Series 24

Date: 7/30/1999

FINRA

Current Firm

BLACKRIDGE ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (37 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLACKRIDGE ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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