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David Dobson Ouellette

Blackrock Investment Management, LLC

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About David Dobson Ouellette

David Dobson Ouellette is a registered investment advisor representative with Blackrock Investment Management, LLC. David has been in the industry since April 13, 2022. David has a Series 7TO, SIE, and Series 66 licenses. David's current registrations include a state registration in Massachusetts and a state registration in New Jersey. David is registered in 53 states and the District of Columbia for broker-dealer activities and 2 states for investment advisor activities. David has specialized in the following areas: portfolio management for individuals, businesses, and investment companies, and portfolio management for pooled investment vehicles.

Firm Information

David Ouellette 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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David Ouellette’s Registration & Firm History

MA

06/28/2022 - Present

Blackrock Investment Management, LLC (Boston MA)

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Licenses & Designations

BOTH

Issued 06/24/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/14/2022

Series 7TO - General Securities Representative Examination

BC

Issued 01/21/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Dobson Ouellette.
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