OK
Oleg Katrikh
BLACKRIDGE ASSET MANAGEMENT
Burbank, CA 91502
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CRD#: 2860408
OK
Professional summary
Oleg Katrikh is a registered financial advisor currently at BLACKRIDGE ASSET MANAGEMENT, LLC located in Burbank, California and PEAK BROKERAGE SERVICES, LLC located in Burbank, California.
Oleg is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Oleg has worked at 6 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 7, Series 6, Series 51 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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 Entity: Blackridge Asset Management; Business Activity: RIA; Address: Jupiter, FL; Duties of Position: Investment Advisor; Title: Investment Advisor; Start Date: 06/2024; Approx. # of hours per month spent on activity: 160; Approx. # of hours spent during trading hours: 130 2) Business Entity: Self-employed; Business Activity: Residential rentals; Address: West Hills, CA; Duties of Position: Landlord; Title: Landlord; Approx. # of hours per month spent on activity: 1-2hrs; Approx. # of hours spent during trading hours: 0 3) Business Entity: RBC Insurance Agency; Business Activity: Insurance Agency; Address: Burbank, CA; Duties of Position: Day-to-day operations, agent for life insurance and annuities; Title: President; Approx. # of hours per month spent on activity: 60; Approx. # of hours per month spent during trading hours: 30 4) Business Entity: Retirement Benefits Consulting, LLC; Business Activity; Director of Operations; Address: Burbank, CA; Duties of Position: Day-to-day operations; Title: Executive Director of Operations; Approx. # of hours per month spent on activity: 60; Approx. # of hours per month spent during trading hours: 30 5) DBA - Retirement Benefits Consulting, LLC - Financial Services
CRS (Client Relationship Summary) - RIA
Click below to view Oleg Katrikh'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®
NoneExperience
Current
June 3, 2024 - Present
BLACKRIDGE ASSET MANAGEMENT, LLC
Office #1: 303 N. Glenoak Blvd Suite 200, Burbank, CA 91502RIA
CRD#: 277085
Burbank, CA
Current
June 3, 2024 - Present
PEAK BROKERAGE SERVICES, LLC
Office #1: 303 N. Glenoaks Blvd Suite 200, Burbank, CA 91502BD
CRD#: 157045
Burbank, CA
Past
November 11, 2004 - May 31, 2024
GOLD COAST SECURITIES, INC.
RIA
CRD#: 110925
Burbank, CA
Past
November 11, 2004 - May 31, 2024
GOLD COAST SECURITIES, INC.
BD
CRD#: 110925
Burbank, CA
Past
November 3, 2003 - November 4, 2004
NEBS FINANCIAL SERVICES, INC.
BD
CRD#: 103874
CLEVELAND, OH
Past
June 28, 2002 - November 11, 2003
INDEPENDENT CAPITAL MANAGEMENT
RIA
CRD#: 121354
LOS ANGELES, CA
Past
March 6, 1997 - November 7, 2003
SUNAMERICA SECURITIES, INC.
BD
CRD#: 20068
PHOENIX, AZ
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
California(6/3/2024)
IAR
California(6/3/2024)
RR
Massachusetts(6/3/2024)
RR
South Carolina(10/9/2025)
RR
Texas(6/3/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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.
