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Gehad Mohamed Youssef

Blackridge Asset Management, LLC

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About Gehad Mohamed Youssef

Gehad Mohamed Youssef is a registered investment advisor representative with Blackridge Asset Management, LLC. Gehad has been in the financial services industry since May 15, 1989, and has experience with both individual and corporate clients.

Firm Information

Gehad Youssef 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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Gehad Youssef’s Registration & Firm History

OH

11/27/2023 - Present

Blackridge Asset Management, LLC (Maumee OH)

OH

03/22/2002 - 09/03/2015

NEXT FINANCIAL GROUP, INC. (MAUMEE OH)

OH

04/11/2000 - 03/25/2002

VESTAX SECURITIES CORPORATION (HUDSON OH)

MA

05/16/1989 - 04/11/2000

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

05/16/1989 - 04/11/2000

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/30/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/20/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/31/2000

Series 7 - General Securities Representative Examination

BC

Issued 05/12/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Gehad Mohamed Youssef. Review regulatory record here.
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