Adam Shack is a registered investment advisor at Blackrock Financial Management, INC, based in New York, NY, with 24 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,309 clients with $1300B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
36 advisors
IM Fee
Planning only
Assets Under Management
$1327.9B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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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.

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Other Business Activities

Adam is involved in several LLCs related to real estate and business ventures, including commercial building ownership, rental properties, and a PuroClean franchise. He dedicates minimal time to these activities, with operational responsibilities handled by others.

Employment History
Current Registrations
Blackrock Financial Management, INC
May 2006 - Present · 19 yrs 11 mos
Blackrock Investments, LLC
March 2003 - Present · 23 yrs 1 mo
Blackrock Investments, LLCBroker
March 2003 - Present · 23 yrs 1 mo
Previous Registrations
Schonfeld Securities, LLCBroker
January 2002 - February 2003 · 1 yr 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.