Scott Tanker
Scott Tanker is a ChFC-designated registered investment advisor at Blackridge Asset Management, LLC, based in Jupiter, FL, with 32 years of industry experience. Scott 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
1070 E. Indiantown Road, Suite 208-210, Jupiter, FL, 33477
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Regulatory History (1)
Regulatory
September 1993Other Business ActivitiesSells Insurance
Scott is the owner of Tanker Consulting Services, where he analyzes merchant service statements, dedicating a few hours per week. He is also an insurance agent selling fixed annuities, life/health, long-term care, and disability insurance, and an investment advisor representative consulting on pension plans, spending about a quarter of his time on the latter.
Employment History
Current Registrations
Blackridge Asset Management, LLC
Peak Brokerage Services, LLC
Peak Brokerage Services, LLCBroker
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Pfg Financial Advisors
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
CBIZ Financial Solutions, INC.Broker
CBIZ Financial Solutions, INC.
MML Investors Services, INC.Broker
Unum Sales CorporationBroker
Wall Street Investor ServicesBroker
State Registrations8 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.