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Izalina Mosholt

Blackridge Asset Management, LLC

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About Izalina Mosholt

Izalina Mosholt is a registered investment advisor representative with Blackridge Asset Management, LLC. Izalina has been in the financial services industry since 1993. Blackridge Asset Management is a firm that provides financial planning and portfolio management services to individuals, corporations, and high-net-worth individuals. Izalina has a diverse background in the financial services industry, having worked for a number of firms including UBS Financial Services Inc., Morgan Stanley, and Wachovia Securities. Izalina is registered with FINRA and is also registered with the state of New Jersey as an investment advisor representative. Izalina is committed to providing her clients with personalized financial advice and investment strategies.

Firm Information

Izalina Mosholt 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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Izalina Mosholt’s Registration & Firm History

NJ

01/18/2022 - Present

Blackridge Asset Management, LLC (Red Bank NJ)

NJ

05/20/2015 - 01/21/2022

NATIONAL SECURITIES CORPORATION (EATONTOWN NJ)

NJ

05/02/2014 - 05/26/2015

MORGAN STANLEY (SHREWSBURY NJ)

NJ

01/31/2008 - 05/02/2014

UBS FINANCIAL SERVICES INC. (RED BANK NJ)

NJ

04/02/2007 - 02/11/2008

MORGAN STANLEY & CO., INCORPORATED (RED BANK NJ)

NJ

03/27/2006 - 04/02/2007

MORGAN STANLEY DW INC. (RED BANK NJ)

MO

04/26/2005 - 03/09/2006

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NY

03/21/1996 - 07/15/2003

BARCLAYS CAPITAL INC. (NEW YORK NY)

NY

11/22/1991 - 03/19/1996

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/22/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/19/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/20/1991

Series 7 - General Securities Representative Examination

BC

Issued 03/26/1990

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Izalina Mosholt.
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