James Brendan Mackinaw

Employer firm

Blackrock Financial Management, Inc CRD 107105

$1.60T regulatory AUM 137 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2000 → Present
  Blackrock Investments, Inc.
  Boston, MA
• 03/2000 → Present
  Blackrock Financial Management
  Boston, MA

Previous Registrations

• 2005-04-13 → 2006-05-26
  Blackrock Capital Management, Inc.
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-04-12
• S63 Uniform Securities Agent State Law Examination
  2000-11-17