NR
Nathan Ramos
BLACKRIDGE ASSET MANAGEMENT
Miami, FL
Some features on this profile are disabled
CRD#: 6252057
NR
Professional summary
Nathan Ramos is a registered financial advisor currently at BLACKRIDGE ASSET MANAGEMENT, LLC located in Miami, Florida and PEAK BROKERAGE SERVICES, LLC located in Jupiter, Florida.
Nathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Nathan has worked at 3 firms and has passed the Series 66, SIE and Series 7 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) NATHAN RAMOS POSITION: Other (It is just me tutoring students) NATURE: Teaching/Mentoring/Coaching INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2015 ADDRESS: Texas DESCRIPTION: I tutor undergraduate and graduate students in various subjects. 2) LOGIC CONSULTING POSITION: Owner NATURE: Teaching/Mentoring/Coaching INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/21/2016 ADDRESS: Texas DESCRIPTION: Teaching, mentoring and tutoring individuals in mathematics, statistics, finance, accounting, business, including discounted cash flow analysis, capital budgeting, comparable companies analysis, precedent transactions analysis, correlation analysis, linear regression, multiple linear regression and time series analysis. 3) DBA; NR Capital Management; CEO; Financial Planning; Start Date: 7.5.17; Approximate Hours Per Month Spent On Activity: 180; Approximate Hours Per Month Spent On Activity During Trading Hours: 150 4) Business Entity: Ecoark Holdings, Inc. Activity: Tech and Financial Consulting; Duties: Advisor/Consultant; Title: Advisor; Approx.# of hours spent per month on activity: 10, Approx. # of hours spent during trading hours : 0 5) Business Entity: Power Gate Entertainment; Business Activity: Event Management; Duties of Position: Investor/Corporate Finance; Title: Director of Finance; Start Date: 06/2022; Approx. # of hours per month spent in activity: 5; Approx. # of hours spent during trading hours: 0 6) Business Entity: CoinGecko; Business Activity: Article Writer; Duties of Position: Writing Articles; Title: Article Writer; Start Date: 01/25/2024; Approx. 3 of hours per month spent on activity: 10; Approx. # of hours spent during trading hours: 0 7) Business Entity: Countryside Financial; Business Activity: Quantitative Portfolio Management Course; Address: Williamsville, NY; Duties of Position: Instructor; Title: Instructor; Start Date: 3/2024; Approx. # of hours per month spent on activity: 10; Approx. # of hours spent during trading hours: 10
CRS (Client Relationship Summary) - RIA
Click below to view Nathan Ramos'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
February 23, 2017 - Present
BLACKRIDGE ASSET MANAGEMENT, LLC
RIA
CRD#: 277085
Miami, FL
Current
February 21, 2017 - Present
PEAK BROKERAGE SERVICES, LLC
Office #1: 1070 East Indiantown Road Suite 208 - 210, Jupiter, FL 33477-9999BD
CRD#: 157045
Jupiter, FL
Past
September 25, 2015 - February 22, 2017
NEXT FINANCIAL GROUP, INC.
RIA
CRD#: 46214
SAN ANTONIO, TX
Past
July 26, 2014 - February 22, 2017
NEXT FINANCIAL GROUP, INC.
BD
CRD#: 46214
SAN ANTONIO, TX
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(10/17/2023)
RR
Florida(10/7/2025)
IAR
Florida(10/21/2025)
RR
Texas(2/21/2017)
IAR
Texas(2/23/2017)
Exams
State Security Law Exam
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)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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