Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
629 advisors
Number of Clients
11,238 clients
Average Client Portfolio
$45.2M average
Assets Under Management
$508.2B

Fee Structure

This brochure describes the advisory services offered by BlackRock and its affiliates. It does not provide specific fee schedules. Fees vary depending on the specific investment product or service, such as US Registered Funds, Private Funds, Institutional Separate Accounts, or SMAs. For SMA programs, clients may be charged a wrap fee by the Sponsor, which may or may not include the advisory fees charged by BlackRock. Clients should review the Sponsor's Program Brochure for details.

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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Employment History
Current Registrations
Blackrock Investment Management, LLC
August 2022 - Present · 3 yrs 5 mos
Blackrock Investments, LLCBroker
August 2022 - Present · 3 yrs 5 mos
Previous Registrations
Morgan Stanley
October 2019 - July 2021 · 1 yr 9 mos
Morgan Stanley Broker
October 2019 - July 2021 · 1 yr 9 mos
AXA Advisors, LLC
May 2018 - September 2019 · 1 yr 4 mos
AXA Advisors, LLC Broker
February 2018 - September 2019 · 1 yr 7 mos
State Registrations2 states
CANJ
AdvisorBrokerBoth
Exams
No exam information available for this advisor.