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Lisabeth Morgan Schiller

Blackridge Asset Management, LLC

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About Lisabeth Morgan Schiller

Lisabeth Schiller is a financial advisor with Blackridge Asset Management, LLC. Lisabeth has been in the financial industry since April 2004. Lisabeth holds a Series 6, 7, 63, and 66 license as well as the SIE. Lisabeth works with individuals, high net worth individuals, and corporations to help them with their financial planning needs. Lisabeth is licensed in Arizona, California, Colorado, Florida, Georgia, Maryland, Nevada, New Jersey, North Carolina, Oklahoma, Texas, Utah, Virginia, and Washington.

Firm Information

Lisabeth Schiller 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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Lisabeth Schiller’s Registration & Firm History

CA

06/10/2024 - Present

Blackridge Asset Management, LLC (Burbank CA)

CA

06/20/2006 - 05/31/2024

GOLD COAST SECURITIES, INC. (Burbank CA)

CA

10/31/2005 - 06/22/2006

AIG FINANCIAL ADVISORS, INC. (PASADENA CA)

AZ

04/06/2004 - 10/31/2005

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 10/05/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/28/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/13/2006

Series 7 - General Securities Representative Examination

BC

Issued 04/05/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lisabeth Morgan Schiller.
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