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Peter Apostolos Kotos

Blackridge Asset Management, LLC

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About Peter Apostolos Kotos

Peter Kotos is a financial advisor with Blackridge Asset Management, LLC located in Jupiter, FL. Peter has been in the industry since 2011, and has worked for various firms, including LPL Financial LLC and Wells Fargo Advisors, LLC. Peter holds the Series 7 and 66 licenses and the SIE designation. Peter has experience providing financial planning, investment management, and educational seminars.

Firm Information

Peter Kotos 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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Peter Kotos’s Registration & Firm History

FL

06/28/2019 - Present

Blackridge Asset Management, LLC (JUPITER FL)

FL

12/09/2015 - 07/01/2019

LPL FINANCIAL LLC (JACKSONVILLE FL)

FL

08/21/2012 - 12/10/2015

WELLS FARGO ADVISORS, LLC (PONTE VEDRA BEACH FL)

FL

01/17/2012 - 08/22/2012

L.M. KOHN & COMPANY (JACKSONVILLE FL)

GA

10/25/2011 - 01/17/2012

MIDSOUTH CAPITAL, INC. (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 09/10/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/24/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Peter Apostolos Kotos. Review regulatory record here.
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