RS
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
10 advisors
Number of Clients
506 clients
Average Client Portfolio
$7.0B average
Assets Under Management
$3535.4B
Fee Structure
Financial Planning:Investment management only
This brochure describes the advisory services offered by BlackRock Fund Advisors and its affiliates. It does not include specific fee schedules. Fees for US Registered Funds, Private Funds, Institutional Separate Accounts and SMAs are determined separately.
Areas of Practice
Investment Management
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Advisor Information
Office location
400 Howard Street, San Francisco, CA, 94105
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Blackrock Investments, LLCBroker
January 2012 - Present · 14 yrs
Blackrock Fund Advisors
February 2008 - Present · 17 yrs 11 mos
Previous Registrations
Blackrock Fund Distribution CompanyBroker
November 2009 - December 2011 · 2 yrs 1 mo
Blackrock Execution ServicesBroker
February 2008 - September 2014 · 6 yrs 7 mos
Wells Fargo Funds Management, LLC
October 2005 - January 2008 · 2 yrs 3 mos
Wells Fargo Funds Distributor, LLCBroker
October 2005 - January 2008 · 2 yrs 3 mos
First Allied Securities, INC.Broker
June 2005 - September 2005 · 3 mos
Round Hill Securities, INC.Broker
July 2000 - June 2005 · 4 yrs 11 mos
Select Capital CorporationBroker
July 1999 - July 2000 · 1 yr
Franklin/templeton Distributors, INC.Broker
September 1998 - June 1999 · 9 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.