Brian
Roach
Blackrock Investment Management, LLC
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About this Advisor
Brian Roach is a financial advisor working out of Princeton, New Jersey with 1 year of industry experience. Roach is an employee of Blackrock Investment Management, LLC. During their career, Roach has held roles at Lord Abbett Distributor LLC, Blackrock and Blackrock Investments, LLC. Roach maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in New Jersey. Blackrock Investment Management, LLC is a financial advisory firm that has its headquarters in Princeton, NJ. The company has offices in 19 locations and a total of 1,157 advisors. It manages $403 billion in assets under management across its 44,867 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 1,374 charitable organizations. Of its 44,867 customer accounts, 30% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Blackrock Investment Management, LLC offers 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 typically are based on the type of financial services offered. Fee types charged by Blackrock Investment Management, LLC most likely include any combination of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Blackrock Investment Management, LLC Brokerage Details
$402,869,110,523
1,157
44,867
$8,979,185
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
Brian Roach Work History
Brian has been registered as a financial advisor for 1 years.*
Blackrock
Blackrock Investments, LLC
Lord Abbett Distributor LLC
*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 Brian Roach 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
Princeton, NJ
Princeton, NJ
New York, NY
Princeton, NJ
San Francisco, CA
Princeton, NJ
New York, NY
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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