David
Giordano

Blackrock Financial Management, Inc

CRD#4732860
Investment Advisor
in New York, NY

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About this Advisor

David Giordano is a financial advisor based in New York, New York who has 2 years of industry experience. Giordano currently works for Blackrock Financial Management, Inc. They have been employed by Blackrock Financial Management, Inc for their whole career. Giordano has Series 63 and Series 66 licenses, designating them as a securities agent, and can operate in New York and Pennsylvania. Blackrock Financial Management, Inc is a financial advisory company that has its headquarters in New York, NY. The firm has offices in 24 locations and a total of 6,491 financial advisors. It handles $1 trillion in assets among its 2,220 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 51 charities and foundations. Of its 2,220 client accounts, just 6% are associated with high-net-worth investors who have more than $1 million in investable assets. Blackrock Financial Management, Inc has 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. Financial advisory fee schedules usually vary depending on which services the firm provides the client. However, fees charged by Blackrock Financial Management, Inc likely include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, 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

40 East 52Nd Street
New York, NY 10022

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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

David Giordano Work History

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

2011 - Present (13 years)

Blackrock Investments, LLC

*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 David Giordano 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

Aaron Chethalan
New York, NY
Kristen Santerian
Boston, MA
Jason Hoban
New York, NY
Landon Boger
New York, NY
Brett Wager
New York, NY
Aaron Lassanske
New York, NY
David Giordano
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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