Otis
Greene

Blackrock Investment Management, LLC

CRD#4137497
Investment Advisor
in Princeton, NJ

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About this Advisor

Otis Greene is a financial advisor operating in Princeton, New Jersey who has 7 years of industry experience. Greene is currently employed by Blackrock Investment Management, LLC. During their career, the advisor has held roles at Blackrock Investments, Inc and Fam Distributors, Inc. Greene maintains Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Florida 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 financial advisors. It handles $403 billion in assets among its 44,867 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides services to 1,374 charitable organizations. Of its 44,867 accounts, 30% belong to high-net-worth individuals who have more than $1 million in investable assets. Blackrock Investment Management, LLC provides a diverse 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 typically vary depending on the financial services provided. However, fees charged by Blackrock Investment Management, LLC can be comprised of some blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

7 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

Otis Greene Work History

Otis has been registered as a financial advisor for 7 years.*

2006 - Present (18 years)

Blackrock Investments, Inc

2005 - Present (19 years)

Fam Distributors, Inc

*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 Otis Greene 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

Brooke Pitson
New York, NY
Cassandra Poggi
Princeton, NJ
Campbell Decker
New York, NY
John Von Paris
Princeton, NJ
Samuel Dewitt
Princeton, NJ
Michael Saporito
Princeton, NJ
Mark Kinnish
San Francisco, CA
Gordon Stead
Boston, MA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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