Lisa Avenevoli, financial advisor Jupiter FL

Lisa Avenevoli

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Lisa M. Avenevoli
Phone Number: 561-641-5050
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    709
    MILLIONS
  • Total Number of Accounts
    4,504
    ACCOUNTS
  • Average Account Value
    $157,525
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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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