Cheryl Ciaglia
Cheryl Ciaglia is a registered investment advisor at Blackridge Asset Management, LLC, based in Sarasota, FL, with 41 years of industry experience. Cheryl is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 2,433 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees range from 0.25% to 2.50% annually depending on the program, services provided, account size, and negotiation with your representative.
Fee Estimator
Location
Sarasota, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2005Other Business ActivitiesSells Insurance
Cheryl is the President/Owner of Ciaglia Agency, selling insurance and financial products, dedicating about a quarter of her time. She also owns Ciaglia Financial, her DBA for securities and investment advisory services, which is a full-time commitment.
Employment History
Current Registrations
Blackridge Asset Management, LLC
Peak Brokerage Services, LLCBroker
Previous Registrations
Independent Solutions Wealth Management, LLC
Next Financial Group, INC.
Next Financial Group, INC.Broker
Hornor, Townsend & Kent, INC.Broker
Advantage Capital CorporationBroker
Aetna Life Insurance and Annuity CompanyBroker
Monarch Securities, INC.Broker
American Capital Financial Services, INC.Broker
State Registrations7 states
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
More Advisors
- Dean Mackey, CFPEdward Jones
- Daniel Vigne, CFPJ.P. Morgan Securities LLC
- Amy Magnotta, CFASeeds
- Austin Pickle, CFASeia
- Peter Abbott, CFPEdward Jones
- Brenton Campbell, CFPEdward Jones