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Sean W Coffey

Blackridge Asset Management, LLC

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About Sean W Coffey

Sean Coffey is a financial advisor with Blackridge Asset Management, LLC. Sean has been in the financial industry for over 10 years. Sean has Series 7, 24, 52TO, and 65 licenses, and has been registered in Colorado, District of Columbia, Florida, Louisiana, Maryland, and Ohio. Sean specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars.

Firm Information

Sean Coffey 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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Sean Coffey’s Registration & Firm History

FL

08/29/2022 - Present

Blackridge Asset Management, LLC (JUPITER FL)

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Licenses & Designations

IA

Issued 08/01/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/04/2021

Series 24 - General Securities Principal Examination

BC

Issued 08/27/2024

Series 52TO - Municipal Securities Representative Examination

BC

Issued 11/04/2020

Series 7TO - General Securities Representative Examination

BC

Issued 07/22/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sean W Coffey.
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