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ChFC

Scott Tanker

Blackridge Asset Management, LLC
33 Years of Experience
Mt. Laurel, NJ
1 DisclosureBrokerSells Insurance
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Scott Tanker is a ChFC-designated registered investment advisor at Blackridge Asset Management, LLC, based in Mt. Laurel, NJ, with 33 years of industry experience. Scott 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.

Blackridge Asset Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
70 advisors
Number of Clients
2,433 clients
Average Client Portfolio
$89K average
Assets Under Management
$216.7M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees range from 0.25% to 2.50% annually depending on the program, services provided, account size, and negotiation with your representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Mt. Laurel, NJ

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
September 1993
Final
View Full SEC ReportHow to Read Disclosures
Other 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
June 2017 - Present · 9 yrs 4 mos
Peak Brokerage Services, LLC
May 2017 - Present · 9 yrs 5 mos
Peak Brokerage Services, LLCBroker
May 2017 - Present · 9 yrs 5 mos
Previous Registrations
Next Financial Group, INC.
September 2011 - May 2017 · 5 yrs 8 mos
Next Financial Group, INC.Broker
September 2011 - May 2017 · 5 yrs 8 mos
Pfg Financial Advisors
January 2011 - August 2011 · 7 mos
Walnut Street Securities, INC.
July 2007 - September 2011 · 4 yrs 2 mos
Walnut Street Securities, INC.Broker
September 2003 - September 2011 · 8 yrs
CBIZ Financial Solutions, INC.Broker
May 2001 - May 2003 · 2 yrs
CBIZ Financial Solutions, INC.
August 2000 - May 2003 · 2 yrs 9 mos
MML Investors Services, INC.Broker
October 1994 - May 2001 · 6 yrs 7 mos
Unum Sales CorporationBroker
June 1994 - September 1994 · 3 mos
Wall Street Investor ServicesBroker
July 1992 - December 1993 · 1 yr 5 mos
State Registrations8 states
COFLMINJNYOHPASC
AdvisorBrokerBoth

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.
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