Casey
Sullivan

Blackrock Investment Management, LLC

CRD#7112622
Investment Advisor
in Boston, MA

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About this Advisor

Casey Sullivan is a financial advisor based in Boston, Massachusetts, working with Blackrock Investment Management, LLC. Casey has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Providence College, Providence College Athletics, Student Providence College, Bank Of America, Pell Wealth Partners, Village Creamery & Sweetshop, Kensico Little League, Blackrock Investments, LLC, and Blackrock. Casey has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts and New Jersey. Currently, Casey is part of Blackrock Investment Management, LLC, which operates out of Boston, Massachusetts. The firm has 13 offices and 1,457 employees. Blackrock Investment Management, LLC manages assets totaling $508.2 billion and serves both charitable organizations and high-net-worth clients. The firm offers 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, and selection of other advisers. The fee structure at Blackrock Investment Management, LLC includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 66

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, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

60 State Street 19Th/20Th Floor
Boston, MA 02109

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Blackrock Investment Management, LLC Brokerage Details

Total Assets Under Management

$508,159,772,327

MA Average: $10,121,009,343
Total Number of Employees

1,457

MA Average: 92
Total Number of Accounts

48,659

MA Average: 6,978
Average Account Size

$10,443,284

MA Average: $1,450,417

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
  • Selection of other advisers

Casey Sullivan Work History

2024 - Present (1 year)

Blackrock Investments, LLC

2024 - Present (1 year)

Blackrock

2022 - 2024 (2 years)

Bank Of America

2021 - 2022 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2020 - 2021 (1 year)

Providence College

2020 - 2020 (< 1 year)

Bank Of America

2019 - 2019 (< 1 year)

Pell Wealth Partners

2018 - 2021 (3 years)

Providence College Atheltics

2017 - 2021 (4 years)

Student Providence College

2016 - 2018 (2 years)

Village Creamery & Sweetshop

2014 - 2018 (4 years)

Kensico Little League

Disclosures

Please visit the SEC profile of Casey Sullivan 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 Investment Management, LLC

Julia Petrillo
Princeton, NJ
Manuel Seidner
Princeton, NJ
Cori Butler
Atlanta, GA
Sami Mughal
Princeton, NJ
Cianee Campbell
Princeton, NJ
Cristina Fineza
Princeton, NJ
Jack Wiggins
Atlanta, GA
Michael Buckley
Princeton, NJ

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