CB

Carolyn Barnette

12 Years of Experience

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

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Regulatory 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.

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Other Business Activities

Carolyn is the co-treasurer for the African Library Project, a non-profit organization, dedicating a few hours per week. She is also the treasurer for Los Perales PTA, managing the budget and participating in board meetings, which takes minimal time.

Employment History
Current Registrations
Blackrock Fund Advisors
June 2013 - Present · 12 yrs 7 mos
Blackrock Investments, LLCBroker
April 2013 - Present · 12 yrs 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.