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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:

Current Employers
Blackrock Investment Management, Llc

1 University Square Drive, Princeton, NJ 08540 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2022-10-03
NY RA APPROVED 2022-09-29
  • NJ RA
    APPROVED
    Since 2022-10-03
  • NY RA
    APPROVED
    Since 2022-09-29

Branch Locations

New York, NY • United States

1 University Square Drive, Princeton, NJ 08540 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley New York NY 08/2014 01/2018
Morgan Stanley Distribution, Inc. New York NY 01/2018 01/2022
Morgan Stanley Investment Management Inc. New York NY 01/2018 Present
Eaton Vance Distributors, Inc. New York NY 01/2022 Present
Blackrock New York NY 09/2022 Present
Blackrock Investments Llc New York NY 09/2022 Present
  • 08/2014 → 01/2018
    New York, NY
  • 01/2018 → 01/2022
    Morgan Stanley Distribution, Inc.
    New York, NY
  • 01/2018 → Present
    New York, NY
  • 01/2022 → Present
    Eaton Vance Distributors, Inc.
    New York, NY
  • 09/2022 → Present
    Blackrock
    New York, NY
  • 09/2022 → Present
    Blackrock Investments Llc
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-10-22
  • S66 Uniform Combined State Law Examination
    2012-10-22
Other Names
  • Kate Garry
  • Kaitlyn Garry
  • Kaitlyn Elizabeth Garry
  • Kaitlyn E Garry
  • Kaitlyn E Brightbill
  • Kate Brightbill

View on SEC IAPD

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