Romain Dard, financial advisor New York NY

Romain Dard

CRD Number: 6964717
Current Firm: Blackrock Financial Management, Inc.

Romain Dard (CRD# 6964717) is an Investment Advisor Representative working at Blackrock Financial Management, Inc. in New York, NY and has over 3 years of experience in the finance industry.

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Origin Financial
Company Name Location Dates Years
Blackrock New York, NY Jan 2020 - Current 2
Blackrock Investments LLC New York, NY Jan 2020 - Current 2
Bank Of America, N.a. New York, NY Nov 2019 - Jan 2020 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York, NY Jun 2019 - Jan 2020 < 1
Tufts University Medford, MA Sep 2015 - May 2019 3
Bank Of America Merrill Lynch New York, NY Jun 2018 - Aug 2018 < 1
Tufts Medford, MD Jan 2018 - May 2018 < 1
College Et Lycee Dupanloup Boulogne Billancourt, Sep 2008 - Sep 2015 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for Romain M. Dard
Phone Number: 212-810-5300
Registered State(s):
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    1,318,244
    MILLIONS
  • Total Number of Accounts
    2,026
    ACCOUNTS
  • Average Account Value
    $650,663,206
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, WY

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