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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
VA RA APPROVED 2026-02-27
MA RA APPROVED 2021-09-16
NJ RA APPROVED 2021-09-02
  • VA RA
    APPROVED
    Since 2026-02-27
  • MA RA
    APPROVED
    Since 2021-09-16
  • NJ RA
    APPROVED
    Since 2021-09-02

Branch Locations

Alexandria, VA • 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
State Street Global Advisors Funds Distributors, Llc Boston MA 07/2018 Present
State Street Global Advisors Trust Company Boston MA 07/2018 Present
Middlebury College Middlebury VT 09/2014 05/2018
Blackrock Boston MA 07/2021 Present
Blackrock Investments, Llc Boston MA 07/2021 Present
  • 07/2018 → Present
    State Street Global Advisors Funds Distributors, Llc
    Boston, MA
  • 07/2018 → Present
    State Street Global Advisors Trust Company
    Boston, MA
  • 09/2014 → 05/2018
    Middlebury College
    Middlebury, VT
  • 07/2021 → Present
    Blackrock
    Boston, MA
  • 07/2021 → Present
    Blackrock Investments, Llc
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-01
S63 Uniform Securities Agent State Law Examination 2018-08-28
  • S65 Uniform Investment Adviser Law Examination
    2021-09-01
  • S63 Uniform Securities Agent State Law Examination
    2018-08-28

View on SEC IAPD

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