Best Investors Account Sign in
Current Employers
Blackrock Investment Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-07-15
MA RA APPROVED 2025-02-19
NJ RA APPROVED 2024-07-09
  • IL RA
    APPROVED
    Since 2025-07-15
  • MA RA
    APPROVED
    Since 2025-02-19
  • NJ RA
    APPROVED
    Since 2024-07-09

Branch Locations

227 W. Monroe Street Suite 2800, Chicago, IL 60606 • 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
Hobart & William Smith Colleges Geneva NY 09/2013 05/2017
Apollo Global Management Purchase NY 06/2017 09/2017
Cambridge Associates Boston MA 01/2018 10/2018
Twin Focus Capital Partners, Llc Boston MA 10/2018 06/2020
Unemployed Scarborough ME 09/2017 01/2018
Unemployed Boston MA 06/2020 01/2021
Lpl Financial, Llc Winchester MA 01/2021 11/2022
Shepherd Financial Partners, Llc Boston MA 01/2021 11/2022
Blackrock Boston MA 04/2024 Present
Blackrock Investments Llc Boston MA 04/2024 Present
The Rmr Group Newton MA 11/2022 04/2024
  • 09/2013 → 05/2017
    Hobart & William Smith Colleges
    Geneva, NY
  • 06/2017 → 09/2017
    Apollo Global Management
    Purchase, NY
  • 01/2018 → 10/2018
    Cambridge Associates
    Boston, MA
  • 10/2018 → 06/2020
    Boston, MA
  • 09/2017 → 01/2018
    Unemployed
    Scarborough, ME
  • 06/2020 → 01/2021
    Unemployed
    Boston, MA
  • 01/2021 → 11/2022
    Lpl Financial, Llc
    Winchester, MA
  • 01/2021 → 11/2022
    Shepherd Financial Partners, Llc
    Boston, MA
  • 04/2024 → Present
    Blackrock
    Boston, MA
  • 04/2024 → Present
    Blackrock Investments Llc
    Boston, MA
  • 11/2022 → 04/2024
    The Rmr Group
    Newton, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-02
S63 Uniform Securities Agent State Law Examination 2021-06-30
  • S65 Uniform Investment Adviser Law Examination
    2024-07-02
  • S63 Uniform Securities Agent State Law Examination
    2021-06-30

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Chicago, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor