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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
FL RA APPROVED 2026-03-23
NJ RA APPROVED 2019-10-10
  • FL RA
    APPROVED
    Since 2026-03-23
  • NJ RA
    APPROVED
    Since 2019-10-10

Branch Locations

Boca Raton, FL • 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
Merrill Lynch, Pierce, Fenner &Amp; Smith Incorporated Pennington NJ 08/2011 10/2019
Bank Of America, N.A. Pennington NJ 08/2011 10/2019
Blackrock Princeton NJ 10/2019 Present
Blackrock Investments Llc Princeton NJ 10/2019 Present
  • 08/2011 → 10/2019
    Merrill Lynch, Pierce, Fenner &Amp; Smith Incorporated
    Pennington, NJ
  • 08/2011 → 10/2019
    Bank Of America, N.A.
    Pennington, NJ
  • 10/2019 → Present
    Blackrock
    Princeton, NJ
  • 10/2019 → Present
    Blackrock Investments Llc
    Princeton, NJ
Previous Registrations
Other Businesses

(1) Villa One LLC; LLC for holding real estate. Maintaining rental property. 2 hours per month. Start Date: 11/09/2021 (2) Cinelli Enterprises LLC; Website design; Owner; Build websites; 2.5 hrs/month; Start Date:02-21-2024

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-11-28
  • S66 Uniform Combined State Law Examination
    2011-11-28
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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