Matthew
Witkus
Blackrock Financial Management, Inc
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About this Advisor
Matthew Witkus is a financial advisor based in Princeton, New Jersey with a total of 6 years of relevant experience. Witkus currently works for Blackrock Financial Management, Inc. They have spent the entirety of their time as a financial advisor at Blackrock Financial Management, Inc. Witkus holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Massachusetts and New York. Blackrock Financial Management, Inc is a registered investment firm that has its headquarters in New York, NY. It has offices in 24 locations and a total of 6,491 people on staff. It controls $1 trillion in assets across its 2,220 customer accounts, placing it among the largest firms in the nation by assets under management. The firm advises 51 charitable organizations. Of its 2,220 customer accounts, just 6% are held by high-net-worth clients who have at least $1 million in investable assets. The business provides a number 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, pension consulting services and selection of other advisers. Fees charged by financial advisors usually are based on the type of financial services provided. However, fees billed by Blackrock Financial Management, Inc likely are comprised of 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 Financial Management, Inc Brokerage Details
$1,163,046,943,604
6,491
2,220
$523,895,020
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
- Pension consulting services
- Selection of other advisers
Matthew Witkus Work History
Matthew has been registered as a financial advisor for 6 years.*
Blackrock Investments, Inc
*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 Witkus 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 Financial Management, Inc
New York, NY
New York, NY
Boston, MA
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
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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