Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
629 advisors
Number of Clients
11,238 clients
Average Client Portfolio
$45.2M average
Assets Under Management
$508.2B

Fee Structure

Financial Planning:Investment management only
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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.

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 Investment Management, LLC
October 2019 - Present · 6 yrs 4 mos
Blackrock Investments, LLCBroker
September 2019 - Present · 6 yrs 5 mos
State Registrations3 states
CTNJNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.