WB
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 Fund Advisors
April 2012 - Present · 13 yrs 9 mos
Blackrock Investments, LLCBroker
April 2012 - Present · 13 yrs 9 mos
Previous Registrations
Ameriprise Financial Services, INC.
December 2009 - May 2012 · 2 yrs 5 mos
Ameriprise Financial Services, INC. Broker
August 2009 - May 2012 · 2 yrs 9 mos
LPL Financial Corporation Broker
June 2008 - August 2009 · 1 yr 2 mos
State Registrations53 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.