Joel Edelson, financial advisor Bloomfield Hills MI
93 score

Joel Edelson

CRD Number: 5329674
Current Firm: Blackrock Investment Management, LLC

Joel Edelson (CRD# 5329674) is an Investment Advisor Representative working at Blackrock Investment Management, LLC in Bloomfield Hills, MI and has over 9 years of experience in the finance industry.

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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
Contact Info for Joel M. Edelson
Phone Number: 609-282-2000
Firm Website: http://www.blackrock.com
Registered State(s):
  • MI
  • NJ
By the Numbers
  • Total Assets Under Management
    202,666
    MILLIONS
  • Total Number of Accounts
    25,730
    ACCOUNTS
  • Average Account Value
    $7,876,626
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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