Lauren Kathryn Matteo

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

• 07/2015 → 08/2025
  Principal Funds Distributor, Inc.
  Des Moines, IA
• 08/2025 → 08/2025
  Principal Asset Management
  Des Moines, IA
• 09/2025 → Present
  Blackrock
  Minnesota, MN
• 09/2025 → Present
  Blackrock Investments
  Minnesota, MN

Previous Registrations

• 2022-01-12 → 2025-09-08
  Principal Asset Management
  Minneapolis, MN
  Des Moines, IA
• 2014-02-11 → 2015-07-24
  Ubs Financial Services Inc.
  Weehawken, NJ
  Weehawken, NJ
• 2008-01-10 → 2013-11-08
  Bny Mellon Securities Corporation
  Austin, TX
  New York, NY
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2021-12-30

Other Names

• Lauren Kathryn Mason
• Lauren Kathryn Mason