Lisa AvenevoliCRD Number: 4174127
Current Firm: Blackridge Asset Management, LLC
Lisa Avenevoli (CRD# 4174127) is an Investment Advisor Representative working at Blackridge Asset Management, LLC in Jupiter, FL and has over 22 years of experience in the finance industry. Lisa Avenevoli has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
J.p. Morgan Securities LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Blackridge Asset Management, LLC||Jupiter, FL||Sep 2021 - Current||< 1|
|Steve Robbins, Inc.||Florissant, MO||Feb 2000 - Sep 2021||21|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2000|
|S65||NASAA Investment Advisors Law Examination||May 2001|
Total Assets Under Management709MILLIONS
Total Number of Accounts4,504ACCOUNTS
Average Account Value$157,525
- 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, DE, FL, GA, IL, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OR, PA, PR, SC, TN, TX, UT, VA, WA, WI
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