Unclaimed
James Croghan is a financial advisor with Blackrock Investment Management, LLC. James has been in the industry since May 28, 2010. James is registered in 54 states and the District of Columbia. James specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies, and Portfolio Management for Pooled Investment Vehicles. James also provides advisory services to select other advisors. James is a registered representative of Blackrock Investment Management, LLC.
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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NJ
05/27/2015 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
IA
Issued 05/18/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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