Daniel
Yifru

Blackrock Investment Management, LLC

CRD#4968269
Investment Advisor
in Boston, MA

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About this Advisor

Daniel Yifru is a financial advisor operating out of Boston, Massachusetts who has 6 years of industry experience. Yifru is on the advisory team at Blackrock Investment Management, LLC. Throughout their career, Yifru has worked at Eaton Vance Management, Eaton Vance Distributors, Inc, Blackrock Investments, LLC and Blackrock. Yifru maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Massachusetts and New Jersey. Blackrock Investment Management, LLC is an advisory company operating out of Princeton, NJ. The company has offices in 19 locations and a total of 1,157 financial advisors. It controls $403 billion in total assets among its 44,867 client accounts, placing it among the biggest firms in the country by assets under management. The firm provides financial advice to 1,374 charities and foundations. Of its 44,867 client accounts, 30% are held by high-net-worth clients who have more than $1 million in investable assets. The company provides a number 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. Financial advisory fee schedules largely depend on which services the firm provides the client. Fees charged by Blackrock Investment Management, LLC most likely consist of some blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 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

60 State Street
Boston, MA 02109

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Blackrock Investment Management, LLC Brokerage Details

Total Assets Under Management

$402,869,110,523

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

1,157

MA Average: 92
Total Number of Accounts

44,867

MA Average: 6,978
Average Account Size

$8,979,185

MA 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

Daniel Yifru Work History

Daniel has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Blackrock Investments, LLC

2017 - Present (7 years)

Blackrock

2012 - 2017 (5 years)

Eaton Vance Management

2012 - 2017 (5 years)

Eaton Vance 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 Daniel Yifru 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

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