Carolyn
Usry

Blackrock Investment Management, LLC

CRD#7419948
Investment Advisor
in Atlanta, GA

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About this Advisor

Carolyn Usry is a financial advisor based in Atlanta, Georgia, working with Blackrock Investment Management, LLC. Carolyn has previously held positions at Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, D.F. Dent, Office Of Senator Johnny Isakson, Sea Island, University Of Georgia, Pro Unlimited (Contract Worker For Blackrock), Blackrock Investments, LLC, and Blackrock. Carolyn has passed the Series 66 regulatory exam and is registered to provide services in Georgia and New Jersey. Currently, Carolyn is part of Blackrock Investment Management, LLC, which operates out of Atlanta, Georgia. The firm has 15 offices and 1,483 employees. The firm manages assets totaling $458.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Blackrock Investment Management, LLC includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 66

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

725 Ponce De Leon Ave Ne
Atlanta, GA 30306

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Blackrock Investment Management, LLC Brokerage Details

Total Assets Under Management

$458,191,510,749

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

1,483

GA Average: 92
Total Number of Accounts

46,332

GA Average: 6,978
Average Account Size

$9,889,310

GA 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

Carolyn Usry Work History

2023 - Present (1 year)

Blackrock Investments, LLC

2023 - Present (1 year)

Blackrock

2022 - 2023 (1 year)

Pro Unlimited (Contract Worker For Blackrock)

2021 - 2022 (1 year)

Jpmorgan Chase Bank, N.A

2021 - 2022 (1 year)

J.P. Morgan Securities LLC

2020 - 2020 (< 1 year)

D.F. Dent

2019 - 2019 (< 1 year)

Office Of Senator Johnny Isakson

2018 - 2018 (< 1 year)

Sea Island

2017 - 2021 (4 years)

University Of Georgia

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Disclosures

Please visit the SEC profile of Carolyn Usry 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

Matthew Bello-Cullen
Princeton, NJ
Dakota Quimson
Princeton, NJ
Isabelle Mendoza
Princeton, NJ
Mariana Mendes
Princeton, NJ
Trevor Johansen
San Francisco, CA
Rebecca Gomez
Princeton, NJ
Andrew Kendall
Princeton, NJ
Dilan Kalaria
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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