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Omar Rasmi Shalabi

Blackridge Asset Management, LLC

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About Omar Rasmi Shalabi

Omar Shalabi is a financial advisor with Blackridge Asset Management, LLC. Omar has been in the financial industry since 1996 and has a wide range of experience in helping clients with their financial needs. Omar offers a variety of financial services, including financial planning, portfolio management for individuals, and selection of other advisors. Omar is also a Certified Financial Planner. Omar holds Series 7, 52, 63, and 65 licenses. Omar is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Omar specializes in working with individuals, corporations and high-net-worth individuals.

Firm Information

Omar Shalabi 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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Omar Shalabi’s Registration & Firm History

FL

05/04/2018 - Present

Blackridge Asset Management, LLC (JUPITER FL)

SC

11/19/2010 - 05/04/2018

SUMMIT BROKERAGE SERVICES, INC. (COLUMBIA SC)

SC

10/05/2010 - 11/08/2010

ING FINANCIAL PARTNERS, INC. (COLUMBIA SC)

SC

01/09/1999 - 10/08/2010

UVEST FINANCIAL SERVICES GROUP, INC. (COLUMBIA SC)

MO

03/03/1997 - 12/08/1998

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

MI

09/20/1996 - 03/14/1997

OLDE DISCOUNT CORPORATION (DETROIT MI)

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Licenses & Designations

IA

Issued 03/20/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/30/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/22/1997

Series 7 - General Securities Representative Examination

BC

Issued 09/11/1996

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Omar Rasmi Shalabi. Review regulatory record here.
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