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Michael D Lee

Blackrock Investment Management, LLC

San Francisco, CA

Princeton, NJ

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Current Employers
Blackrock Investment Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-09-05
NJ RA APPROVED 2019-09-05
  • CA RA
    APPROVED
    Since 2019-09-05
  • NJ RA
    APPROVED
    Since 2019-09-05

Branch Locations

400 Howard Street, San Francisco, CA 94105 • 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
J.P Morgan Securities Llc. San Francisco CA 04/2011 11/2017
J.P Morgan Chase Bank San Francisco CA 04/2011 11/2017
Futureadvisor Inc San Francisco CA 12/2017 09/2019
Blackrock San Francisco CA 09/2019 Present
Blackrock Investments Llc San Francisco CA 09/2019 Present
  • 04/2011 → 11/2017
    J.P Morgan Securities Llc.
    San Francisco, CA
  • 04/2011 → 11/2017
    J.P Morgan Chase Bank
    San Francisco, CA
  • 12/2017 → 09/2019
    Futureadvisor Inc
    San Francisco, CA
  • 09/2019 → Present
    Blackrock
    San Francisco, CA
  • 09/2019 → Present
    Blackrock Investments Llc
    San Francisco, CA
Previous Registrations
  • 2018-01-31 → 2019-10-08
    Futureadvisor, Inc.
    San Francisco, CA
  • 2011-04-15 → 2017-11-03
    J.P. Morgan Securities Llc
    New York, NY
    San Francisco, CA
  • 2009-03-27 → 2011-05-02
    Barclays Capital Inc.
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-03-26
  • S66 Uniform Combined State Law Examination
    2009-03-26

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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