Dennis Palmerini (CRD# 5357185) is an Investment Advisor Representative working at Blackridge Asset Management, LLC in Burlington, MA and has over 16 years of experience in the finance industry. Dennis Palmerini 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.
CRD# 2513892
Advanced Portfolio Design, LLC
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Origin Investment Advisory LLC
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Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Peak Brokerage Services, LLC | Palm Beach Gardens, FL | Sep 2019 - Current | 4 |
| Blackridge Asset Management, LLC | Jupiter, FL | Sep 2019 - Current | 4 |
| Penn Mutual Life Ins Co | Horsham, PA | Apr 2019 - Current | 5 |
| Hornor Townsend & Kent LLC | Horsham, PA | May 2019 - Sep 2019 | < 1 |
| Mass Mutual Life Insurance Company | Burlington, MA | Aug 2011 - Apr 2019 | 7 |
| Mml Investor Services | Burlington, MA | Aug 2011 - Apr 2019 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2008 |
- MA
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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
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