Brett
Wager

Blackrock Financial Management, Inc

CRD#7162250
Investment Advisor
in New York, NY

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About this Advisor

Brett Wager is a financial advisor operating out of New York, New York with 2 years of relevant experience. Wager currently works for Blackrock Financial Management, Inc. The advisor has gained experience at Blackrock, Blackrock Investments LLC and Skadden. Wager maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in New York. Blackrock Financial Management, Inc is a firm based in New York, NY. It has offices in 24 locations and a total of 6,491 financial advisors. It has $1 trillion in assets between its 2,220 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides services to 51 charitable organizations. Of its 2,220 customer accounts, just 6% are held by high-net-worth individuals who have more than $1 million in investable assets. Blackrock Financial Management, Inc offers a number 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, pension consulting services and selection of other advisers. Fees for financial management typically are based on which services are provided. However, fee types charged by Blackrock Financial Management, Inc can include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

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, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

50 Hudson Yards
New York, NY 10001

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Blackrock Financial Management, Inc Brokerage Details

Total Assets Under Management

$1,163,046,943,604

NY Average: $7,464,549,021
Total Number of Employees

6,491

NY Average: 88
Total Number of Accounts

2,220

NY Average: 3,892
Average Account Size

$523,895,020

NY Average: $1,917,921

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

Brett Wager Work History

Brett has been registered as a financial advisor for 2 years.*

2019 - Present (5 years)

Blackrock Investments LLC

2015 - Present (9 years)

Blackrock

2011 - 2015 (4 years)

Skadden

*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 Brett Wager 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

Jason Hoban
New York, NY
Kristen Santerian
Boston, MA
Aaron Chethalan
New York, NY
Landon Boger
New York, NY
Brett Wager
New York, NY
Chad Dziedzic
New York, NY
Derek Cook
New York, NY
Marc Crigger
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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