Dennis M. Palmerini

BLACKRIDGE ASSET MANAGEMENT

Burlington, MA

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CRD#: 5357185

Professional summary

Dennis M Palmerini, CFP®, who also goes by Dennis Michael Castetter, is a registered financial advisor currently at BLACKRIDGE ASSET MANAGEMENT, LLC located in Burlington, Massachusetts and PEAK BROKERAGE SERVICES, LLC located in Burlington, Massachusetts.

Dennis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Dennis has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dennis Michael Castetter

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) PROPERTY & CASUALTY | INVESTMENT RELATED: NO | DBA NAME: DENNIS PALMERINI | POSITION HELD: AGENT |ADDRESS: 97 LEXINGTON ST, BURLINGTON, MA 01803 | START DATE: 1/1/2011 | NATURE OF ACTIVITY: PROPERTY/CASUALTY INSURANCE | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: SALES & SERVICE OF P&C AND COMMERCIAL LINE CLIENT ACCOUNTS FOR MULTIPLE INSURANCE CARRIERS. 2) RENTAL PROPERTY OWNER | INVESTMENT-RELATED: NO | DBA NAME: DENNIS M PALMERINI | POSITION HELD:PROPRIETOR/OWNER | ADDRESS: 70 AUSTIN STREET, UNIT # 25, LOWELL, MA 01854 | START DATE: 10/1/2015 | NATURE OF ACTIVITY: RENTAL PROPERTY OWNER | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: RENTAL PROPERTY MANAGEMENT. 3) Blackridge Asset Management, LLC; IAR; Start Date: 09.19

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dennis M Palmerini'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: 2010

Experience

Current

September 27, 2019 - Present

BLACKRIDGE ASSET MANAGEMENT, LLC

RIA

CRD#: 277085

Burlington, MA

Current

September 25, 2019 - Present

PEAK BROKERAGE SERVICES, LLC

Office #1: 97 Lexington Street, Burlington, MA 01803

CRD#: 157045

Burlington, MA

Past

June 12, 2019 - September 26, 2019

HORNOR, TOWNSEND & KENT, LLC

RIA

CRD#: 4031

WALTHAM, MA

Past

May 6, 2019 - September 26, 2019

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

WALTHAM, MA

Past

October 19, 2011 - January 15, 2016

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

Burlington, MA

Past

October 19, 2011 - April 23, 2019

MML INVESTORS SERVICES, LLC

CRD#: 10409

Burlington, MA

Past

February 8, 2008 - March 23, 2011

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

MERRIMACK, NH

Past

September 11, 2007 - March 22, 2011

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

MERRIMACK, NH

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

Florida
(12/10/2024)

Massachusetts
(9/25/2019)

IAR

Massachusetts
(12/24/2019)

New Hampshire
(9/25/2019)

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 66

Date: 2/19/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/18/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/10/2007

General Securities Representative 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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Firm Stability Insights

Dennis M. Palmerini

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dennis M Palmerini's CRS (Customer Relationship Summary).

Certified licenses

Experience

PEAK BROKERAGE SERVICES, LLC

HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

BLACKRIDGE ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/19/2008

Series 63

Date: 9/18/2007

SIE

Date: 10/1/2018

Series 7

Date: 9/10/2007

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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