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Lisabeth Morgan Schiller

Investment adviser representative at Blackridge Asset Management, LLC
25 yearsExperience
1 stateRegistered in
$216.7MFirm assets
10 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

25 years in the industry.

  1. Blackridge Asset Management, LLCJun 2024 to now
  2. Peak Brokerage Services, LLCJun 2024 to now
  3. Schiller ConsultingAug 2001 to now
  4. Gold Coast Securities, Inc.Jun 2006 to Jun 2024

Exams passed

  • Series 63 · Uniform Securities Agent State Law2004
  • Series 66 · Uniform Combined State Law2006

State registrations

Registered as an investment adviser representative in 1 state (CA).

Blackridge Asset Management, LLC

$216.7MAssets managed
2,433Clients
63Advisers
10 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4774943
Firm CRD
277085
Advisor's SEC record (opens in a new tab)
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