AH
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
Loading...
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
July 2012 - Present · 13 yrs 6 mos
Blackrock Fund Advisors
July 2012 - Present · 13 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2009 - July 2012 · 2 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
December 2009 - July 2012 · 2 yrs 7 mos
Wells Fargo Advisors, LLC Broker
July 2009 - November 2009 · 4 mos
Wells Fargo Advisors, LLC
July 2009 - November 2009 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2005 - July 2009 · 3 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
October 2005 - July 2009 · 3 yrs 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.