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David Levert Phillips

BLACKRIDGE ASSET MANAGEMENT, LLC·JUPITER, Florida
SIE, Series 6, Series 99Clean recordBLACKRIDGE ASSET MANAGEMENT, LLC
1070 E. INDIANTOWN ROAD, JUPITER, FL 33477CRD# 2054858Firm CRD# 277085

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Levert Phillips · JUPITER, FL
Registration
CRD #2054858 · BLACKRIDGE ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 99
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
BLACKRIDGE ASSET MANAGEMENT, LLC
CRD 277085 · SEC 801-108114
AUM
$187M
Regulatory assets under management
Employees
80
853 client accounts
Services offered by BLACKRIDGE ASSET MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at BLACKRIDGE ASSET MANAGEMENT, LLC →
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Frequently Asked Questions

What services does David Levert Phillips offer?
David Levert Phillips specializes in Financial Planning, Investment Management. Contact their office in JUPITER, Florida for a consultation.
What are David Levert Phillips's credentials?
David Levert Phillips is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Levert Phillips located?
David Levert Phillips is based in JUPITER, Florida, working with BLACKRIDGE ASSET MANAGEMENT, LLC. Their office serves clients in the JUPITER metropolitan area and surrounding communities.
How does David Levert Phillips charge for services?
David Levert Phillips's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLACKRIDGE ASSET MANAGEMENT, LLC?
BLACKRIDGE ASSET MANAGEMENT, LLC has approximately 80 employees and manages $187M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BLACKRIDGE ASSET MANAGEMENT, LLC

Matthew Mark Reynolds
JUPITER, FL
Christopher Brian Mueller
JUPITER, FL
CFA
Regina Mary Rudnick
JUPITER, FL
Theodore Edward Greggis
JUPITER, FL
Dodd Mcgough
JUPITER, FL
Matt Allan Myers
JUPITER, FL

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Research
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