Joel Edelson (CRD# 5329674) is an Investment Advisor Representative working at Blackrock Investment Management, LLC in Bloomfield Hills, MI and has over 10 years of experience in the finance industry.
CRD# 6002011
Pathway Financial Planning
Score
105
CRD# 6177716
Plante Moran Financial Advisors
Score
103
CRD# 5875945
Tamma Capital LLC
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blackrock Investments, LLC | New York, NY | Dec 2010 - Current | 6 |
| Multi-bank Securities, Inc. | Pleasant Ridge, MI | Aug 2010 - Nov 2010 | < 1 |
| Midamerica Financial Services, Inc. | Rochester, MI | Jan 2010 - Jul 2010 | < 1 |
| Altin Holdings, LLC | Rochester, MI | Apr 2009 - Jul 2010 | 1 |
| Axa Advisors, LLC | New York, NY | Apr 2007 - Apr 2009 | 2 |
| John Bergmann/tony Bucci | Troy, MI | May 2006 - Apr 2007 | < 1 |
| Regent Community Outreach | Taylor, MI | Jun 2003 - Jan 2007 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2007 |
- MI
- NJ
-
Total Assets Under Management202,666MILLIONS
-
Total Number of Accounts25,730ACCOUNTS
-
Average Account Value$7,876,626
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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