Blackrock Financial Management, Inc.

Blackrock Financial Management, Inc. (CRD# 107105) is a financial advisory firm headquartered in New York, NY. They manage $1,288,497,806,439 in 2,184 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,288,498
    MILLION
  • Total Number of Accounts
    2,184
    ACCOUNTS
  • Average Account Value
    $589,971,523
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Blackrock Financial Management, Inc.
Showing 31 - 40 of 48 top financial advisors.
31
Kristen N. Santerian
CRD#: 6129920
60 State Street Floors, 19 & 20, Boston, MA 02109

Kristen Santerian (CRD# 6129920) is an Investment Advisor Representative working at Blackrock Financial Management, Inc. in Boston, MA and has over 11 years of experience in the finance industry.

32
Adam M. Shack
CRD#: 4491677
50 Hudson Yards, New York, NY 10001

Adam Shack (CRD# 4491677) is an Investment Advisor Representative working at Blackrock Financial Management, Inc. in New York, NY and has over 22 years of experience in the finance industry.

33
Dev D. Shah
CRD#: 3161938
50 Hudson Yards, New York, NY 10001

Dev Shah (CRD# 3161938) is an Investment Advisor Representative working at Blackrock Financial Management, Inc. in New York, NY and has over 25 years of experience in the finance industry.

34
Lisa M. Shah
CRD#: 4718519
50 Hudson Yards, New York, NY 10001

Lisa Shah (CRD# 4718519) is an Investment Advisor Representative working at Blackrock Financial Management, Inc. in New York, NY and has over 20 years of experience in the finance industry.

35
Allison B. Sherman
CRD#: 5032589
50 Hudson Yards, New York, NY 10001

Allison Sherman (CRD# 5032589) is an Investment Advisor Representative working at Blackrock Financial Management, Inc. in New York, NY and has over 17 years of experience in the finance industry.

36
Geoffrey C. Sirhal
CRD#: 5123832
50 Hudson Yards, New York, NY 10001

Geoffrey Sirhal (CRD# 5123832) is an Investment Advisor Representative working at Blackrock Financial Management, Inc. in New York, NY and has over 17 years of experience in the finance industry.

37
Alissa R. Small
CRD#: 5853054
50 Hudson Yards, New York, NY 10001

Alissa Small (CRD# 5853054) is an Investment Advisor Representative working at Blackrock Financial Management, Inc. in New York, NY and has over 13 years of experience in the finance industry.

38
Bryan J. Smith
CRD#: 2795330
50 Hudson Yards, New York, NY 10001

Bryan Smith (CRD# 2795330) is an Investment Advisor Representative working at Blackrock Financial Management, Inc. in New York, NY and has over 27 years of experience in the finance industry.

39
Andrew L. Sweeney
CRD#: 5169982
50 Hudson Yards, New York, NY 10001

Andrew Sweeney (CRD# 5169982) is an Investment Advisor Representative working at Blackrock Financial Management, Inc. in New York, NY and has over 17 years of experience in the finance industry.

40
Elise M. Terry
CRD#: 4042345
50 Hudson Yards, New York, NY 10001

Elise Terry (CRD# 4042345) is an Investment Advisor Representative working at Blackrock Financial Management, Inc. in New York, NY and has over 24 years of experience in the finance industry.

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