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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Atkinson is an investment advisor with over 15 years of experience in the financial services industry. David has worked at several prominent firms, including Citigroup Global Markets Inc. and Morgan Stanley DW Inc. David is currently registered with Blackrock Investment Management, LLC, and is a licensed investment advisor in New Jersey and New York. David specializes in providing portfolio management services to a variety of clients, including high-net-worth individuals, corporations, and pooled investment vehicles. David has a strong track record of success in helping clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NJ
05/28/2024 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
NJ
07/09/2009 - 12/31/2011
BLACKROCK FUND DISTRIBUTION COMPANY (JERSEY CITY NJ)
NY
05/29/2007 - 06/23/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
01/19/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
NY
09/02/2005 - 11/03/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 03/09/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 09/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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