Lisa M. Avenevoli

BLACKRIDGE ASSET MANAGEMENT

St. Louis, MO 63131

Some features on this profile are disabled

CRD#: 4174127

Professional summary

Lisa Michelle Avenevoli, CFP®, who also goes by Lisa Michelle Beine, is a registered financial advisor currently at BLACKRIDGE ASSET MANAGEMENT, LLC located in St. Louis, Missouri.

Lisa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Lisa has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lisa Michelle Beine

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. JAGS Investment, LLC: Joint Owner of a building that's being leased & Assist with books & record-keeping. Start Date: 03/2010. Approx. # hours/month spent on activity:0.5. Approx. # hours/month spent during trading hours: 0.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lisa Michelle Avenevoli'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®

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

September 27, 2021 - Present

BLACKRIDGE ASSET MANAGEMENT, LLC

Office #1: 11600 Manchester Road Suite 100, St. Louis, MO 63131

RIA

CRD#: 277085

St. Louis, MO

Past

April 7, 2010 - October 19, 2021

STEVE ROBBINS, INC.

RIA

CRD#: 117909

FLORISSANT, MO

Past

September 8, 2009 - April 7, 2010

LPL FINANCIAL LLC

CRD#: 6413

FLORISSANT, MO

Past

May 25, 2000 - September 8, 2009

MUTUAL SERVICE CORPORATION

CRD#: 4806

FLORISSANT, MO

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.

Highlighted states indicate IAR registrations

IAR

Missouri
(9/27/2021)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/26/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/2/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/24/2000

General Securities Representative Examination

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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Aaron Ungerer

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

Frontenac, MO

Dalton Stockton

WELLS FARGO CLEARING SERVICES, LLC

IAR

ST. LOUIS, MO

Michael Etheridge

CORNERSTONE WEALTH MANAGEMENT, LLC

IAR

ST. PETERS, MO

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Lisa M. Avenevoli

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lisa Michelle Avenevoli's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLACKRIDGE ASSET MANAGEMENT, LLC

STEVE ROBBINS, INC.

LPL FINANCIAL LLC

MUTUAL SERVICE CORPORATION

Primary Firm SEC Registration

BLACKRIDGE ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/26/2001

Series 63

Date: 6/2/2000

Series 7

Date: 5/24/2000

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

Similar Advisors