Daniel
Shine
Blackrock Investment Management, LLC
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About this Advisor
Daniel Shine is a financial advisor based out of Princeton, New Jersey who has 3 years of industry experience. Shine is an advisor for Blackrock Investment Management, LLC. During their career, Shine has held roles at The Pennsylvania State University, Ubs Financial Services, Thomson Reuters, Ubs Fs, Ubs Financial Services Inc, Blackrock and Blackrock Investments LLC. Shine maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in New Jersey and New York. Blackrock Investment Management, LLC is an advisory company that has its headquarters in Princeton, NJ. It has offices in 19 locations and a total of 1,157 financial advisors. It has $403 billion in assets under management among its 44,867 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 1,374 charitable organizations. Of its 44,867 accounts, 30% belong to high-net-worth individuals who have more than $1 million in investable assets. Blackrock Investment Management, LLC has a broad assortment 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 usually vary depending on which service is offered. However, fee types billed by Blackrock Investment Management, LLC can be comprised 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
Daniel Shine Work History
Daniel has been registered as a financial advisor for 3 years.*
Blackrock
Blackrock Investments LLC
Ubs Financial Services Inc
Ubs Fs
The Pennsylvania State University
Ubs Financial Services
The Pennsylvania State University
Thomson Reuters
The Pennsylvania State University
*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 Shine 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
Boston, MA
New York, NY
New York, NY
Princeton, NJ
Boston, MA
San Francisco, CA
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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