Blackrock Investment Management, LLC
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About this Advisor
Joseph Szalay is an investment advisor who is based out of New York, New York. Currently a registered advisor at Blackrock Investment Management, LLC, Szalay has 11 years of practice in the financial advisory industry. Szalay maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Szalay is registered to serve investors based out of New Jersey. Their career trajectory has included roles at Guardian Life Insurance Company, Park Avenue Securities, Legg Mason Investor Services, LLC, Legg Mason & Co LLC, Clearbridge Advisors, Pimco Investments LLC, Pacific Investment Management Company LLC, Blackrock Investments, LLC and Blackrock. Blackrock Investment Management, LLC is located in New York, New York, and has 23 additional brick-and-mortar locations in the country. In total, Blackrock Investment Management, LLC manages $255 billion in assets throughout 37,612 accounts and retains more than 1,582 people. The firm's total assets under management places it among the biggest firms in the country. The firm manages 37,585 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 21% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Blackrock Investment Management, LLC can offer 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. The firm may charge clients asset-based, fixed and performance-based fees.
Certifications and Registrations
Years of Experience
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Blackrock Investment Management, LLC Brokerage Details
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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
Joseph Szalay Work History
Joseph has 11 years of experience.
Blackrock Investments, LLC
Pimco Investments LLC
Pacific Investment Management Company LLC
Legg Mason Investor Services, LLC
Legg Mason & Co LLC
Park Avenue Securities
Guardian Life Insurance Company
Joseph Szalay has no disclosures.
Please visit their SEC profile for more details.