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Courtney Lynn Kokulis

Blackrock Investment Management, LLC

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About Courtney Lynn Kokulis

Courtney Lynn Kokulis is a financial advisor who has been in the industry since January 2018. Courtney is currently registered with Blackrock Investment Management, LLC. Courtney is also registered in 53 states and the District of Columbia. Courtney has a Series 7, Series 63, and SIE license and is a Certified Financial Planner. Courtney specializes in investment management for individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

Courtney Kokulis 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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Courtney Kokulis’s Registration & Firm History

MA

08/17/2021 - Present

Blackrock Investment Management, LLC (BOSTON MA)

MA

01/26/2018 - 11/15/2019

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC (BOSTON MA)

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Licenses & Designations

BC

Issued 01/03/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/26/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Courtney Lynn Kokulis.
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