Shirley
Hong

Blackrock Investment Management, LLC

CRD#7509339
Investment Advisor
in Princeton, NJ

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About this Advisor

Shirley Hong is a financial advisor based in Princeton, New Jersey, working with Blackrock Investment Management, LLC. Shirley has previously held positions at Blackrock, Blackrock Investments, LLC, Tulane University, Benjamin Franklin High School, Tulane School Of Architecture, and Tulane Mail Services. Shirley has passed the Series 66 regulatory exam and is registered to provide services in New Jersey and New York. Currently, Shirley 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

Shirley Hong Work History

2022 - Present (2 years)

Blackrock Investments, LLC

2021 - Present (3 years)

Blackrock

2020 - 2021 (1 year)

Tulane School Of Architecture

2020 - 2020 (< 1 year)

Blackrock

2017 - 2021 (4 years)

Tulane University

2017 - 2019 (2 years)

Tulane Mail Services

2013 - 2017 (4 years)

Benjamin Franklin High School

Disclosures

Please visit the SEC profile of Shirley Hong 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
Sami Mughal
Princeton, NJ
Isabelle Mendoza
Princeton, NJ
Mariana Mendes
Princeton, NJ
Trevor Johansen
San Francisco, CA
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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