linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Carolyn Usry

Blackrock Investment Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Carolyn? Claim Your Profile

About Carolyn Usry

Carolyn Usry is a financial advisor registered with Blackrock Investment Management, LLC. Carolyn has been in the securities industry for a little over a year, beginning her career in November 2021 with J.P. Morgan Securities LLC. Carolyn is registered with the state of Georgia, and holds Series 66, 7, and SIE licenses. Prior to her career in financial services, Carolyn worked in government service and also held positions in various other industries. Carolyn currently works in the firm's Princeton, NJ office.

Firm Information

Carolyn Usry 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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

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

check

percentage of assets

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

check

performance-based fees

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Carolyn Usry’s Registration & Firm History

NJ

05/03/2023 - Present

Blackrock Investment Management, LLC (PRINCETON NJ)

GA

11/04/2021 - 04/06/2022

J.P. MORGAN SECURITIES LLC (ATLANTA GA)

Not sure if Carolyn Usry is right for you?

Licenses & Designations

BOTH

Issued 01/10/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/04/2021

Series 7TO - General Securities Representative Examination

BC

Issued 09/10/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carolyn Usry.
Not sure if Carolyn Usry is right for you?