LS
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Linda Sherman

36 Years of Experience
Pacific Palisades, CA
Broker

Linda Sherman is a registered investment advisor at Blackridge Asset Management, LLC, based in Pacific Palisades, CA, with 36 years of industry experience. Linda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 687 clients with $200M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
70 advisors
Number of Clients
687 clients
Average Client Portfolio
$287K average
Assets Under Management
$196.8M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

Blackridge Asset Management's advisors are compensated for their services by charging an advisory fee, or a combination of an advisory fee and a promotion fee, based on a percentage of the value of the assets they manage in your account, subject to a stated maximum. The actual fee is disclosed before you sign the management agreement. The advisory fee is shared between the advisor and Blackridge Asset Management. Fees are deducted from the account in advance, on a quarterly basis, based on an average daily balance from the previous quarter.

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Location

Pacific Palisades, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Blackridge Asset Management, LLC
July 2025 - Present · 10 mos
Peak Brokerage Services, LLCBroker
July 2025 - Present · 10 mos
Peak Brokerage Services, LLC
July 2025 - Present · 10 mos
Previous Registrations
Cheviot Value Management, LLC
April 2024 - July 2025 · 1 yr 3 mos
Clearbridge Investments, LLC
December 2005 - October 2020 · 14 yrs 10 mos
Legg Mason Investor Services, LLCBroker
December 2005 - October 2020 · 14 yrs 10 mos
Citigroup Global Markets INC.
February 2005 - December 2005 · 10 mos
Citigroup Global Markets INC.Broker
January 2005 - December 2005 · 11 mos
Phoenix Equity Planning CorporationBroker
April 2002 - January 2005 · 2 yrs 9 mos
Morgan Stanley Dw INC.Broker
November 1987 - April 2002 · 14 yrs 5 mos
First Atlantic Investment CORP.Broker
June 1987 - November 1987 · 5 mos
Consolidated Capital Securities CorporationBroker
July 1985 - December 1985 · 5 mos
Winthrop Securities CO., INC.Broker
August 1984 - June 1985 · 10 mos
State Registrations2 states
CAFL
AdvisorBroker

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.