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Daniel Joseph Balaban

Blackrock Investment Management, LLC

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About Daniel Joseph Balaban

Daniel Balaban is a financial advisor associated with Blackrock Investment Management, LLC. Daniel has been in the financial industry since 2022. Daniel is registered with the state of New Jersey. Daniel holds the Series 66, Series 7TO and the SIE licenses. Daniel's specialties include retirement planning, investment strategies, mutual funds and variable annuities. Daniel works with a variety of client types including high-net-worth individuals, corporations, and institutions. Daniel has a prior history of working with youth basketball. Daniel's work history includes time with Blackrock and Triple Double Elite Basketball LLC.

Firm Information

Daniel Balaban 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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Daniel Balaban’s Registration & Firm History

NJ

05/04/2022 - Present

Blackrock Investment Management, LLC (PRINCETON NJ)

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Licenses & Designations

BOTH

Issued 05/02/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/08/2022

Series 7TO - General Securities Representative Examination

BC

Issued 03/15/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Joseph Balaban.
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