Alexander
Morris

Blackrock Investment Management, LLC

CRD#5938709
Investment Advisor
in Princeton, NJ

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About this Advisor

Alexander Morris is a financial advisor who works out of Princeton, New Jersey, who has 4 years of relevant experience. Morris is currently employed by Blackrock Investment Management, LLC. Their career trajectory has included roles at Sandler O'Neill & Partners, Lp, Us Capital Partners, Uc Berkeley, Merrill Lynch, Pierce, Fenner & Smith Inc, Amber Solutions, Inc, Bank Of America, N.A, Blackrock and Blackrock Investments LLC. Morris maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and can work in California, Georgia and New Jersey. Blackrock Investment Management, LLC is an advisory firm based out of Princeton, NJ. The firm has offices in 19 locations and a total of 1,157 employees. It has $403 billion in assets under management across its 44,867 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides services to 1,374 charitable organizations. Of its 44,867 customer accounts, 30% belong to high-net-worth investors who have more than $1 million in assets. Blackrock Investment Management, LLC performs a wide set of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fees charged by Blackrock Investment Management, LLC likely include any blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

4 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

1 University Square Drive
Princeton, NJ 08540

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Blackrock Investment Management, LLC Brokerage Details

Total Assets Under Management

$402,869,110,523

NJ Average: $10,121,009,343
Total Number of Employees

1,157

NJ Average: 92
Total Number of Accounts

44,867

NJ Average: 6,978
Average Account Size

$8,979,185

NJ Average: $1,450,417

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Alexander Morris Work History

Alexander has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Blackrock

2019 - Present (5 years)

Blackrock Investments LLC

2018 - 2019 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2018 - 2019 (1 year)

Bank Of America, N.A

2017 - 2018 (1 year)

Amber Solutions, Inc

2014 - 2017 (3 years)

Sandler O'Neill & Partners, Lp

2013 - 2013 (< 1 year)

Us Capital Partners

2009 - 2013 (4 years)

Uc Berkeley

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Alexander Morris to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Blackrock Investment Management, LLC

Dylan Walker
New York, NY
Michael Iasello
Princeton, NJ
John Von Paris
Princeton, NJ
Samuel Dewitt
Princeton, NJ
Zachary Pappas
Princeton, NJ
Nkiruka Nweke
Atlanta, GA
Mark Kinnish
San Francisco, CA
Kara Cady-Sawyer
Princeton, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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