KB
Kayla E. Boron
BLACKRIDGE ASSET MANAGEMENT
Williamsville, NY 14221
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CRD#: 7379925
KB
Professional summary
Kayla Elizabeth Boron is a registered financial advisor currently at BLACKRIDGE ASSET MANAGEMENT, LLC located in Williamsville, New York and PEAK BROKERAGE SERVICES, LLC located in Williamsville, New York.
Kayla is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Kayla has worked at 2 firms and has passed the Series 63, Series 65, Series 6TO and SIE 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) Name of Business: Send Your Kids to College; Type of Business: Non-profit college planning; Duties of position: Admin Duties/Fafsa; Title: Assistant; Approx. # of hours per month spent on activity: 5; Approx. # of hours spent during trading hours: 5 2) Type of Business: Fixed Insurance: Duties of position: Sell fixed insurance products: Title: Insurance broker: Approx. # of hours per month spent on activity: 5; Approx. # of hours spent during trading hours: 5 3) Blackridge Asset Management, LLC: Investment Advisor; Approx. # of hours per month spent on activity: 75; Approx. # of hours spent during trading hours: 20 4) DBA Peak Financial Planning; Financial Planning; Approx. # of hours per month 160; 0 hours outside normal trading hours; not compensation received.
CRS (Client Relationship Summary) - RIA
Click below to view Kayla Elizabeth Boron'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
September 20, 2021 - Present
BLACKRIDGE ASSET MANAGEMENT, LLC
Office #1: 5214 Main Street Suite 200, Williamsville, NY 14221RIA
CRD#: 277085
Williamsville, NY
Current
December 10, 2021 - Present
PEAK BROKERAGE SERVICES, LLC
Office #1: 5214 Main Street Suite 200, Williamsville, NY 14221BD
CRD#: 157045
Williamsville, NY
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(9/14/2022)
IAR
New York(9/20/2021)
RR
New York(9/9/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 12/10/2021
Investment Company Products/Variable Contracts Representative ExaminationGeneral 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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Company Information
BLACKRIDGE ASSET MANAGEMENT, LLC
CRD#: 277085Williamsville, NY 14221TRUST BUT VERIFY
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