Charles W Fagan

Blackrock Financial Management, INC

16 Years of Experience

Broker

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.

Employment History

Current Registrations

Blackrock Financial Management, INC

September 2013 - Present · 12 yrs 5 mos

Blackrock Investments, LLCBroker

August 2010 - Present · 15 yrs 6 mos

Previous Registrations

Guardian Investor Services LLCBroker

April 2009 - April 2010 · 1 yr

State Registrations51 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.