Chief Risk Officer · Blackridge Asset Management, LLC
Karen Le'ellen Coker
CRD 2731928 · Named on Form ADV at 3 SEC-registered advisers
At a glance
Blackridge Asset Management, LLC, an SEC-registered wealth manager based in Jupiter, FL with $217 million in regulatory assets, lists Karen Le'ellen Coker on its Form ADV as Chief Risk Officer, a control person. The SEC filings also name Karen at 2 other registered advisers.
Firms and roles
- Blackridge Asset Management, LLCChief Risk OfficerWealth manager · Jupiter, FL · $217M in regulatory assets
- IBN Financial Services, IncDirectorBroker-dealer firm · Liverpool, NY · $88M in regulatory assets
- IBN Advisory Services, Inc.DirectorWealth manager · Liverpool, NY · $70M in regulatory assets
AtlasMembers
Karen’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 3 firmsLocked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (9)
- Matthew M. ReynoldsPresident / CFO, Blackridge Asset Management, LLC
- Regina M. RudnickCo-President, Blackridge Asset Management, LLC
- David L. PhillipsChief Information Security Officer, Blackridge Asset Management, LLC
- Christopher B. MuellerChief Operations Officer, Blackridge Asset Management, LLC
- Christian G. TaylorChief Compliance Officer, Blackridge Asset Management, LLC
4 more people named with Karen on the same filings, with titles and firms. Free in Atlas with a free account.
See all 9 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Karen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.