Donald AllenCRD Number: 5094226
Current Firm: Blackrock Investment Management, LLC
Donald Allen (CRD# 5094226) is an Investment Advisor Representative working at Blackrock Investment Management, LLC in Princeton, NJ and has over 16 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Pensionmark Financial Group, LLC
|Blackrock Investments, LLC||New York, NY||Jun 2010 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2006|
|S66||NASAA Uniform Combined State Law Examination||Jun 2017|
Total Assets Under Management417,959MILLIONS
Total Number of Accounts47,412ACCOUNTS
Average Account Value$8,815,461
- 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
- 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, WY
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