Matthew
Johnson

Blackrock Investment Management, LLC

CRD#6319748
Investment Advisor
in Boston, MA

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About this Advisor

Matthew Johnson is a certified financial planner who works in Boston, Massachusetts, with a total of 7 years of relevant experience. Johnson currently works for Blackrock Investment Management, LLC. During their career, Johnson has held roles at Wellesley Investment Partners, Us Trust, Blackrock and Blackrock Investments, LLC. Johnson maintains a Series 63 license, certifying them as a securities representative, and is approved to advise clients in Massachusetts and New Jersey. Blackrock Investment Management, LLC is a business operating out of Princeton, NJ. The company has offices in 19 locations and a total of 1,157 people on staff. It handles $403 billion in assets among its 44,867 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 1,374 charitable organizations. Of its 44,867 customer accounts, 30% are held by high-net-worth investors who have more than $1 million in assets. The company has a wide set of services, including 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 for financial management largely are based on which services the firm provides the client. However, fees billed by Blackrock Investment Management, LLC may include any combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

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

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

Matthew Johnson Work History

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

2016 - Present (8 years)

Blackrock

2016 - Present (8 years)

Blackrock Investments, LLC

2014 - 2015 (1 year)

Wellesley Investment Partners

2008 - 2014 (6 years)

Us Trust

*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 Matthew Johnson 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

Leah Schoenfeld
New York, NY
Brooke Pitson
New York, NY
Mark Kinnish
San Francisco, CA
Campbell Decker
New York, NY
Michael Valenti
New York, NY
John Von Paris
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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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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