Dakota
Quimson

Blackrock Investment Management, LLC

CRD#7260868
Investment Advisor
in Princeton, NJ

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About this Advisor

Dakota Quimson is a financial advisor based in Princeton, New Jersey, working with Blackrock Investment Management, LLC. Dakota has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Hill International, Playa Bowls, Bank Of America, Rowan University, Zoes Kitchen, Trader Joes, University Of Maryland, Cherokee High School, Chartwell Swim Club, Chipolte, Bank Of America, N.A, Blackrock, and Blackrock Investments, LLC. Dakota has passed the Series 66 regulatory exam and is registered to provide services in New Jersey and New York. Currently, Dakota is part of Blackrock Investment Management, LLC, which operates out of Princeton, New Jersey. 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

1 University Square Drive
Princeton, NJ 08540

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Blackrock Investment Management, LLC Brokerage Details

Total Assets Under Management

$458,191,510,749

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

1,483

NJ Average: 92
Total Number of Accounts

46,332

NJ Average: 6,978
Average Account Size

$9,889,310

NJ 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

Dakota Quimson Work History

2022 - Present (2 years)

Blackrock

2022 - Present (2 years)

Blackrock Investments, LLC

2021 - 2021 (< 1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2021 - 2021 (< 1 year)

Bank Of America, N.A

2020 - 2021 (1 year)

Hill International

2020 - 2020 (< 1 year)

Playa Bowls

2020 - 2020 (< 1 year)

Bank Of America

2020 - 2021 (1 year)

Chipolte

2019 - 2021 (2 years)

Rowan University

2019 - 2019 (< 1 year)

Zoes Kitchen

2019 - 2021 (2 years)

Rowan University

2018 - 2018 (< 1 year)

University Of Maryland

2017 - 2018 (1 year)

Trader Joes

2015 - 2017 (2 years)

Chartwell Swim Club

2014 - 2018 (4 years)

Cherokee High School

Disclosures

Please visit the SEC profile of Dakota Quimson 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
Karen Bleier
Princeton, NJ
Isabelle Mendoza
Princeton, NJ
Mariana Mendes
Princeton, NJ
Michael Buchcar
Princeton, NJ
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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