Peter Kotos
CRD Number: 5991378Current Firm: Blackridge Asset Management, LLC
Compensation Model: Fee Only
Peter Kotos is a longtime resident of Northeast Florida. He attended Wake Forest University and graduated with a Bachelor’s Degree in Economics. Peter has over a decade of experience as a financial advisor serving a wide array of clients. Prior to joining Blackridge Asset Management in 2019, Peter gained experience at Wells Fargo Advisors and LPL Financial. He holds his Series 66 investment advisor license and Series 2-15 insurance license. Peter lives in Ponte Vedra Beach with his wife Mallory, son Paul, and his daughters Carrigan and Clara.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 5575170
Edward Jones
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blackridge Asset Management | Williamsville, NY | Jun 2019 - Current | 4 |
| Lpl Financial LLC | Jacksonville, FL | Dec 2015 - Jun 2019 | 3 |
| Wells Fargo Advisors | Jacksonville, FL | Aug 2012 - Dec 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2012 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management187MILLIONS
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Total Number of Accounts853ACCOUNTS
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Average Account Value$218,708
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OR, PA, PR, SC, TN, TX, UT, VA, VT, WA, WI
BlackRidge Asset Management, LLC is an SEC Registered Investment Advisor.
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