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Joanie Cheung

Blackrock Investment Management, LLC

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About Joanie Cheung

Joanie Cheung is a registered representative with Blackrock Investment Management, LLC, holding Series 7TO, Series 99TO, and SIE licenses. Cheung has been in the industry since 2021. Joanie Cheung is registered with the Securities and Exchange Commission as an investment advisor representative.

Firm Information

Joanie Cheung 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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Joanie Cheung’s Registration & Firm History

NJ

04/30/2024 - Present

Blackrock Investment Management, LLC (PRINCETON NJ)

CA

02/17/2022 - 03/11/2024

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (San Francisco CA)

UT

03/05/2021 - 01/19/2022

SVB WEALTH ADVISORY, INC. (Cottonwood Heights UT)

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Licenses & Designations

BOTH

Issued 09/13/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/10/2021

Series 7TO - General Securities Representative Examination

BC

Issued 03/05/2021

SIE - Securities Industry Essentials Examination

BC

Issued 02/02/2021

Series 99TO - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joanie Cheung.
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