TrueAdvisor
TrueAdvisor
AS
AS

Allison Beth Sherman

Blackrock Financial Management, INC
19 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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Other Business Activities

Allison is a board member at Sutton Place Synagogue since 2022, dedicating minimal time.

Employment History
Current Registrations
Blackrock Financial Management, INC
December 2006 - Present · 19 yrs 2 mos
Blackrock Investments, LLCBroker
December 2005 - Present · 20 yrs 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.