Nicholas
Owen

Blackrock Investment Management, LLC

CRD#6664717
Investment Advisor
in Boston, MA

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About this Advisor

Nicholas Owen is a financial advisor who works in Boston, Massachusetts with 1 year of industry experience. Owen works at Blackrock Investment Management, LLC. Throughout their career, Owen has worked at Blackrock, Adp, Birmingham Bulls, Ferencvaros Torna Club, Columbus Cottenmouths, Ej Paving, Ford Motor Company, 22 Bowen'S Wine Bar And Grille, Longwood Venues, 603 Bar And Lounge and Blackrock Investments, LLC. Owen has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Massachusetts and New Jersey. Blackrock Investment Management, LLC is a registered investment firm that has its headquarters in Princeton, NJ. The company has offices in 19 locations and a total of 1,157 people on staff. It has $403 billion in assets under management across its 44,867 client accounts, making it one of the largest firms in the country by assets under management. The firm provides financial advisory services to 1,374 charitable organizations. Of its 44,867 accounts, 30% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm has 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 are based on the type of services. However, fee types billed by Blackrock Investment Management, LLC most likely are comprised of any blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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 19Th/20Th Floor
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

Nicholas Owen Work History

Nicholas has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Blackrock Investments, LLC

2021 - Present (3 years)

Blackrock

2019 - 2021 (2 years)

Adp

2019 - 2019 (< 1 year)

603 Bar And Lounge

2018 - 2019 (1 year)

Birmingham Bulls

2017 - 2018 (1 year)

Ferencvaros Torna Club

2017 - 2017 (< 1 year)

Columbus Cottenmouths

2017 - 2018 (1 year)

Ej Paving

2016 - 2016 (< 1 year)

22 Bowen'S Wine Bar And Grille

2016 - 2016 (< 1 year)

Longwood Venues

2013 - 2015 (2 years)

Ford Motor Company

*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 Nicholas Owen 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

David Smith
Princeton, NJ
Joseph Fiazzo
New York, NY
Michael Saporito
Princeton, NJ
Annette Terrizzi
New York, NY
Zachary Pappas
Princeton, NJ
Brendan Mchugh
Princeton, NJ
John Von Paris
Princeton, NJ
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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