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Dion Rey Padilla

Blackridge Asset Management, LLC

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About Dion Rey Padilla

Dion Padilla is a financial advisor with Blackridge Asset Management, LLC. Dion has been a registered representative for over 16 years. Dion specializes in providing financial planning, portfolio management and educational seminars for individuals and businesses. Dion previously worked for Next Financial Group, Inc. in San Antonio, Texas, Securities America, Inc. in La Vista, Nebraska, UBS Financial Services Inc. in Weehawken, New Jersey, VALIC Financial Advisors, Inc. in Houston, Texas, and Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, New York.

Firm Information

Dion Padilla is currently registered with Blackridge Asset Management, LLC. Blackridge Asset Management, LLC is an investment advisor registered with the SEC and based in JUPITER, FL. They manage assets for high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth clients. They offer financial planning, educational seminars, and selection of other advisors, and their services include portfolio management for individuals. They report managing over $186.5 million in regulatory assets under management.
Blackridge Asset Management, LLC

1070 E. INDIANTOWN ROAD

JUPITER, FL 33477

$186.56M

Assets Under Management

70

Total Clients

64

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dion Padilla’s Registration & Firm History

TX

05/10/2017 - Present

Blackridge Asset Management, LLC (San Antonio TX)

TX

02/24/2006 - 02/27/2017

NEXT FINANCIAL GROUP, INC. (SAN ANTONIO TX)

NE

10/24/2003 - 03/01/2006

SECURITIES AMERICA, INC. (LAVISTA NE)

NJ

12/03/2002 - 08/25/2003

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

TX

08/28/2002 - 03/20/2003

VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)

NY

08/20/2001 - 03/13/2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/20/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/27/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/17/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 6 public disclosures for Dion Rey Padilla. Review regulatory record here.
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