Blackrock Investments, LLC

Broker-DealerFINRA MemberEst. 1995
Total AUM
Advisory reps
1,496
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
38642
Registered since
July 19, 1995

Firm profile

FINTRX

Overview

Blackrock Investments, LLC is organized as a limited liability company and has been registered with the SEC since 1995. The firm is labeled in the source data as an investment bank and is listed as a domestic entity with individual ownership. The available profile does not identify active advisory niches, client segments, fee schedules, or specified business/advisory activities. The record flags several negative responses for common advisory attributes: the firm is not identified as a capital allocator, not an active ESG investor, not a multi-state adviser, not a newly formed adviser, not a pension consultant, and not listed as a related adviser. Those entries, combined with the lack of disclosed advisory activity, suggest the entity either does not operate as a typical registered investment adviser managing retail/client assets or that its reported public profile is minimal.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 20
  • Alexa Moses

    Alexa Moses

    Chief Financial OfficerCRD 7169288

  • Kristen Santerian

    Deputy COOCRD 6129920

  • Meredith Herold

    Meredith Herold

    CEOCRD 4792340

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Contacts

3 of 1476
  • John Erdos

    John Erdos

    Vice PresidentCRD 5662654

  • Jonathan Brand

    AnalystCRD 5667331

  • Joseph Difiglia Jr.

    Joseph Difiglia Jr.

    Municipal Bond Portfolio ManagerCRD 5675152

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
50 Hudson Yards
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth