Anthony Freitas, financial advisor New York NY
93 score

Anthony Freitas

CRD Number: 1136317
Current Firm: Blackrock Financial Management, Inc.

Anthony Freitas (CRD# 1136317) is an Investment Advisor Representative working at Blackrock Financial Management, Inc. in New York, NY and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Blackrock Investments, Inc. San Francisco, CA Oct 2004 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2001
S65 NASAA Investment Advisors Law Examination Jan 2005
Contact Info for Anthony R. Freitas
Phone Number: 212-810-5300
Firm Website: http://www.blackrock.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    578,335
    MILLIONS
  • Total Number of Accounts
    1,397
    ACCOUNTS
  • Average Account Value
    $413,983,556
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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