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Brian Patrick Roach

Blackrock Investment Management, LLC

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About Brian Patrick Roach

Brian Roach is an investment professional with over 20 years of experience in the financial services industry. Brian is currently registered with Blackrock Investment Management, LLC as a Registered Representative. Prior to joining Blackrock, Brian was registered with Lord Abbett Distributor LLC and WS Griffith Securities, Inc.. Brian specializes in providing financial advice and investment management services to individuals, corporations, and institutions. Brian has a strong track record of success in helping clients achieve their financial goals. Brian's experience and expertise make him a valuable asset to Blackrock.

Firm Information

Brian Roach is currently registered with Blackrock Investment Management, LLC. Blackrock Investment Management, LLC is an investment advisor with approximately $1 billion - $10 billion in assets under management. The firm provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also offer selection of other advisors services. Blackrock Investment Management, LLC is registered with the SEC and has offices in PRINCETON, NJ.
Blackrock Investment Management, LLC

1 UNIVERSITY SQUARE DRIVE

PRINCETON, NJ 08540

$458.19B

Assets Under Management

73

Total Clients

646

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Brian Roach’s Registration & Firm History

NJ

05/31/2022 - Present

Blackrock Investment Management, LLC (PRINCETON NJ)

NJ

02/24/2003 - 05/05/2022

LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)

CT

07/16/2001 - 12/04/2002

WS GRIFFITH SECURITIES, INC. (HARTFORD CT)

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Licenses & Designations

IA

Issued 05/16/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/13/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/07/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/03/2014

Series 3 - National Commodity Futures Examination

BC

Issued 02/20/2003

Series 7 - General Securities Representative Examination

BC

Issued 07/13/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Patrick Roach.
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