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Frances Walsh

Blackrock Investment Management, LLC

Boston, MA

Princeton, NJ

CRD 7067382

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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
MA RA APPROVED 2019-05-28
NJ RA APPROVED 2019-05-07
  • MA RA
    APPROVED
    Since 2019-05-28
  • NJ RA
    APPROVED
    Since 2019-05-07

Branch Locations

60 State Street, Boston, MA 02109 • 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
Blackrock Boston MA 01/2019 Present
Blackrock Investments, Llc Boston MA 01/2019 Present
Mx Advisors Brookline MA 09/2016 12/2018
Mint Julep Brookline & Cambridge MA 06/2018 12/2018
Dartmouth College Hanover NH 06/2016 07/2018
  • 01/2019 → Present
    Blackrock
    Boston, MA
  • 01/2019 → Present
    Blackrock Investments, Llc
    Boston, MA
  • 09/2016 → 12/2018
    Mx Advisors
    Brookline, MA
  • 06/2018 → 12/2018
    Mint Julep
    Brookline & Cambridge, MA
  • 06/2016 → 07/2018
    Dartmouth College
    Hanover, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-03
  • S66 Uniform Combined State Law Examination
    2019-05-03

View on SEC IAPD

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Nearby Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON

Nearby Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA

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