Alissa
Small
Blackrock Financial Management, Inc
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About this Advisor
Alissa Small is a financial advisor based in New York, New York, who has 2 years of relevant experience. Small is on the advisory team at Blackrock Financial Management, Inc. They have spent the entirety of their time as a financial advisor at Blackrock Financial Management, Inc. Small has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Connecticut and New York. Blackrock Financial Management, Inc is a company that has its headquarters in New York, NY. The firm has offices in 24 locations and a total of 6,491 people on staff. It controls $1 trillion in assets under management among its 2,220 accounts, placing it among the largest firms in the United States by assets under management. The firm advises 51 charities and foundations. Of its 2,220 accounts, just 6% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Blackrock Financial Management, Inc has 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. Financial advisory fee schedules usually are based on the services. Fee types billed by Blackrock Financial Management, Inc can include 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
Alissa Small Work History
Alissa has been registered as a financial advisor for 2 years.*
Blackrock
*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 Alissa Small 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
New York, NY
Boston, MA
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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