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Charles A Massie

Charles A. Massie

BLACKRIDGE ASSET MANAGEMENT
Fort Myers, FL 33908
Some features on this profile are disabled
CRD#: 4801524
Charles A Massie

Professional summary


Charles A Massie, CFP®, who also goes by Charles Abels Massie, is a registered financial advisor currently at BLACKRIDGE ASSET MANAGEMENT, LLC located in Fort Myers, Florida and PEAK BROKERAGE SERVICES, LLC located in Fort Myers, Florida.

Charles is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Charles has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Charles Abels Massie

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: Charles Abels Massie, CPA, PA; Business Activity: Accounting; Address: Ft Myers, FL; Duties of Position: Tax Prep; Title: President; Start Date: 11/1989; Approx. # of hours per month spent on activity: 0; Approx. # of hours spent during trading hours: 0 2. Blackridge Asset Management, LLC; IAR; Start Date: 5.1.19; Fort Myers, FL 33908 3. Business Entity: Massie & Associates Financial Planning Group; Business Activity: Insurance and Financial Planning; Duties of Position: Sales and Consulting; Title: President: Start Date: 08.01.2021; Approx. # of hours per month spent on activity: 40; Approx. # of hours spent during trading hours: 40

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Charles A Massie'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®

Start date: 2006

Experience


Current

June 26, 2019 - Present

BLACKRIDGE ASSET MANAGEMENT, LLC

Office #1: 15961 Mcgregor Blvd Suite 2, Fort Myers, FL 33908
RIA
CRD#: 277085
Fort Myers, FL
Current

May 1, 2019 - Present

PEAK BROKERAGE SERVICES, LLC

Office #1: 15961 Mcgregor Blvd Suite 2, Fort Myers, FL 33908
BD
CRD#: 157045
Fort Myers, FL
Past

July 3, 2007 - May 7, 2019

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
FORT MYERS, FL
Past

August 27, 2004 - May 7, 2019

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
FORT MYERS, FL

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
Florida
(5/1/2019)
IAR
Florida
(6/26/2019)
RR
Illinois
(2/10/2021)
RR
Texas
(5/1/2019)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 6/19/2007
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product 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)
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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)


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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 Accounts826
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.

Company Information


BLACKRIDGE ASSET MANAGEMENT, LLC

CRD#: 277085Fort Myers, FL 33908

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