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Elise Marie Terry

Blackrock Financial Management, INC
25 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Blackrock Financial Management, INC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
38 advisors
Number of Clients
1,309 clients
Average Client Portfolio
$1.0B average
Assets Under Management
$1327.9B

Location

50 Hudson Yards, New York, NY, 10001

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Blackrock Financial Management, INC
May 2006 - Present · 19 yrs 9 mos
Blackrock Investments, LLCBroker
March 2001 - Present · 24 yrs 11 mos
Previous Registrations
Blackrock Capital Management, INC.
March 2005 - June 2006 · 1 yr 3 mos
Neuberger Berman Management INC.Broker
November 1999 - January 2001 · 1 yr 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.