Stacy Calder, financial advisor Jupiter FL

Stacy Calder

CRD Number: 4336156
Current Firm: Blackridge Asset Management, LLC

Stacy Calder (CRD# 4336156) is an Investment Advisor Representative working at Blackridge Asset Management, LLC in Jupiter, FL and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Peak Brokerage Services, LLC Palm Beach Gardens, FL Mar 2017 - Current 5
Blackridge Asset Management, LLC Williamsville, NY Mar 2017 - Current 5
Next Financial Group Inc. Shelby Township, MI Feb 2008 - Mar 2017 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2001
S65 NASAA Investment Advisors Law Examination Jan 2003
Disclosure Information

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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Stacy A. Calder
Phone Number: 561-641-5050
Registered State(s):
  • MI
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, VT, WA, WI

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