Tony
Leal
Blackrock Financial Management, Inc
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About this Advisor
Tony Leal is a financial advisor based in New York, New York with a total of 13 years of relevant experience. Leal is an advisor for Blackrock Financial Management, Inc. They have been an employee of Blackrock Financial Management, Inc for their whole career. Leal holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in New York and Texas. Blackrock Financial Management, Inc is an advisory company that has its headquarters in New York, NY. It has offices in 24 locations and a total of 6,491 people on staff. It handles $1 trillion in assets under management across its 2,220 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 51 charities and foundations. Of its 2,220 accounts, just 6% belong to high-net-worth investors who have more than $1 million in assets available to invest. 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. Financial advisory fees typically are based on which services the firm provides the client. Fees charged by Blackrock Financial Management, Inc likely are comprised of 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
Tony Leal Work History
Tony has been registered as a financial advisor for 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 Tony Leal 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
Boston, MA
New York, NY
New York, NY
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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