Daniel William Courtney

Employer firm

Blackrock Investment Management, LLC CRD 108928

$677B regulatory AUM 81 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• 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

• 05/2014 → 06/2018
  Legg Mason Investor Services Llc
  Stamford, CT
• 05/2014 → 06/2018
  Legg Mason & Co
  Stamford, CT
• 06/2018 → 10/2019
  Altegris Investments
  La Jolla, CA
• 10/2019 → 03/2021
  Pacific Investment Management Company Llc
  New York, NY
• 10/2019 → 03/2021
  Pimco Investments Llc
  New York, NY
• 03/2021 → 10/2022
  Realcadre Llc
  New York, NY
• 03/2021 → 10/2022
  Quadro Partners, Inc.
  New York, NY
• 10/2022 → 09/2025
  Brookfield Oaktree Wealth Solutions Llc
  New York, NY
• 09/2025 → Present
  Blackrock
  New York, NY
• 09/2025 → Present
  Blackrock Investments, Llc
  New York, NY

Previous Registrations

• 2014-06-06 → 2018-07-19
  Clearbridge Investments, Llc
  New York, NY
• 2009-08-06 → 2014-05-07
  Blackrock Investment Management, Llc
  Princeton, NJ

Exams

• S66 Uniform Combined State Law Examination
  2025-12-01

Other Names

• Daniel William Courtney
• Daniel Courtney
• Daniel W Courtney