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Derek Douglas Schmidt

Blackrock Investment Management, LLC

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About Derek Douglas Schmidt

Derek Douglas Schmidt is a financial advisor at Blackrock Investment Management, LLC. Derek is a Chartered Financial Analyst with over 13 years of experience in the financial industry. Derek is a registered representative in 53 states and is also registered as an investment advisor in Illinois and New Jersey. Derek specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Derek is a member of the Anixter Center Foundation Board and Finance Committee.

Firm Information

Derek Schmidt 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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Derek Schmidt’s Registration & Firm History

IL

08/29/2023 - Present

Blackrock Investment Management, LLC (Chicago IL)

IL

03/16/2010 - 07/21/2014

WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)

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Licenses & Designations

BC

Issued 09/07/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/22/2023

Series 7TO - General Securities Representative Examination

BC

Issued 03/15/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Derek Douglas Schmidt.
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