Gregory Petrie, financial advisor Jupiter FL

Gregory Petrie

CRD Number: 2720775
Current Firm: Blackridge Asset Management, LLC

Gregory Petrie (CRD# 2720775) is an Investment Advisor Representative working at Blackridge Asset Management, LLC in Jupiter, FL and has over 27 years of experience in the finance industry.

Similar Advisors
Robert Burns, financial advisor Jupiter FL
Robert Burns
CRD# 1690782
J.p. Morgan Securities LLC
Similar Advisors
James Abarquez, financial advisor Jupiter FL
James D. Abarquez
CRD# 5575170
Edward Jones
Similar Advisors
Ali Abbas, financial advisor Jupiter FL
Ali Abbas
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Black Ridge Asset Management Jupiter, FL Mar 2021 - Current 3
Peak Brokerage Services, LLC Jupiter, FL Mar 2021 - Current 3
Northwestern Mutual Wealth Management Company Milwaukee, WI Dec 2020 - Mar 2021 < 1
Northwestern Mutual Investment Services LLC Edina, MN Sep 2020 - Mar 2021 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Aug 2020 - Mar 2021 < 1
Peak Brokerage Palm Beach Gardens, FL Oct 2015 - Aug 2020 4
Next Financial Group, Inc. Houston, TX Apr 2011 - Oct 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1996
S65 NASAA Investment Advisors Law Examination Apr 1996
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Gregory L. Petrie
Phone Number: 561-641-5050
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    143
    MILLIONS
  • Total Number of Accounts
    806
    ACCOUNTS
  • Average Account Value
    $176,871
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OR, PA, PR, SC, TN, TX, UT, VA, VT, WA, WI

Ready to hire a financial advisor? Get competitive proposals from Gregory Petrie and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.