linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Eric J Baughman

Blackrock Investment Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Eric? Claim Your Profile

About Eric J Baughman

Eric J Baughman is a financial advisor with Blackrock Investment Management, LLC. Eric is based in Sausalito, CA, and has been in the financial services industry for over 12 years. Eric holds the Series 7, Series 63, and Series 65 licenses and is a Chartered Financial Analyst. Before joining Blackrock, Eric worked at Morgan Stanley and Capital Group. Eric specializes in investment advisory services for individuals, investment companies, and businesses.

Firm Information

Eric Baughman 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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Eric Baughman’s Registration & Firm History

CA

06/06/2024 - Present

Blackrock Investment Management, LLC (Sausalito CA)

CA

08/04/2021 - 07/27/2023

MORGAN STANLEY (San Francisco CA)

Not sure if Eric J Baughman is right for you?

Licenses & Designations

BC

Issued 08/31/2021

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/03/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/04/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/25/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric J Baughman.
Not sure if Eric J Baughman is right for you?