DN
Denise J. Nostrom
BLACKRIDGE ASSET MANAGEMENT
Medford, NY 11763
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CRD#: 2075686
DN
Professional summary
Denise J Nostrom, ChFC®, CLU®, who also goes by Denise Nostrom Glick, Denise Joan Nostrom, Denise Nostrom Scovanni, is a registered financial advisor currently at BLACKRIDGE ASSET MANAGEMENT, LLC located in Medford, New York and PEAK BROKERAGE SERVICES, LLC located in Medford, New York.
Denise is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Denise has worked at 8 firms and has passed the Series 63, Series 52TO, SIE, Series 7, Series 53, Series 24 and Series 51 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Denise Nostrom Glick | Denise Joan Nostrom | Denise Nostrom Scovanni
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) Insurance Agent; Fixed Insurance Sales; Agent; Start Date: 5/26/96; Estimated Annual Income: 15K; Approximate Hours Per Month Spent On Activity: 10; Approximate Hours Per Month Spent On Activity During Trading Hours: 10
2)DIVERSIFIED FINANCIAL SOLUTIONS;DBA;TIME 90%; OWNERSHIP 100%; DIRECTOR; INDEFINITE TERM;
3) Non-Profit Women's Group. POWER. Founder/President. Start Date: 8/2012. 5 hours per month spent on activity. 3 hours per month spent on activity during trading hours. Estimated Income: $0
4) BLACKRIDGE ASSET MANAGEMENT, LLC; IAR; OWNERSHIP: 0%; COMPENSATION: 50%
5) Town Of Brookhaven Women's Advisory Board; Board Member; Committee Member; Attend Meetings & Organize Events; Start Date: 10.1.18; Estimated Annual Income: $0; Approx Hours Spent On Activity Per Month: 2; Approx Hours Spent On Activity Per Month During Trading Hours: 0
6) LI News Radio 103.9; Radio Show; "The Financial Chick" Radio Show Host; Start Date; 8/21/2020; Approx Hours Spent On Activity Per Month: 4; Approx Hours Spent On Activity Per Month During Trading Hours: 0
CRS (Client Relationship Summary) - RIA
Click below to view Denise J Nostrom's 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®
Experience
Current
July 13, 2016 - Present
BLACKRIDGE ASSET MANAGEMENT, LLC
Office #1: 1355 N Ocean Ave, Medford, NY 11763RIA
CRD#: 277085
Medford, NY
Current
January 4, 2016 - Present
PEAK BROKERAGE SERVICES, LLC
BD
CRD#: 157045
Medford, NY
Past
January 5, 2016 - January 25, 2016
BLACKRIDGE ASSET MANAGEMENT, LLC
RIA
CRD#: 277085
Medford, NY
Past
February 21, 2013 - December 31, 2015
NEXT FINANCIAL GROUP, INC.
RIA
CRD#: 46214
MEDFORD, NY
Past
May 26, 2004 - December 31, 2015
NEXT FINANCIAL GROUP, INC.
BD
CRD#: 46214
MEDFORD, NY
Past
June 7, 1996 - May 26, 2004
MAIN STREET MANAGEMENT COMPANY
BD
CRD#: 547
BOSTON, MA
Past
January 20, 1996 - March 13, 1996
ADVANTAGE CAPITAL CORPORATION
BD
CRD#: 146
ATLANTA, GA
Past
September 4, 1992 - September 11, 1995
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
September 4, 1992 - September 11, 1995
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Past
August 27, 1991 - October 11, 1991
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
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".
BA
BLACKRIDGE ASSET MANAGEMENT, LLC
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)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.RR
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
RR
Arizona(1/4/2016)
RR
Colorado(12/21/2021)
RR
Connecticut(1/4/2016)
RR
District of Columbia(11/17/2021)
RR
Florida(1/4/2016)
RR
Illinois(1/4/2016)
RR
Maryland(1/4/2016)
RR
Massachusetts(7/27/2020)
RR
Minnesota(7/14/2017)
RR
New Jersey(1/4/2016)
RR
New York(1/4/2016)
IAR
New York(5/26/2021)
RR
North Carolina(1/4/2016)
RR
Pennsylvania(1/4/2016)
RR
South Carolina(10/25/2022)
RR
Tennessee(11/18/2019)
IAR
Texas(7/13/2016)
RR
Vermont(7/29/2021)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
BA
BLACKRIDGE ASSET MANAGEMENT, LLC
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)Upgrade to AdvisorCheck Premium
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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
59
SEC notice filing (37 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 826 |
| AUM (Assets Under Management) | $ 196,842,156 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BLACKRIDGE ASSET MANAGEMENT, LLC
CRD#: 277085Medford, NY 11763TRUST BUT VERIFY
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