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Julianna Ourania McPherson

Blackrock Investment Management, LLC

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About Julianna Ourania McPherson

Julianna McPherson is a financial advisor with Blackrock Investment Management, LLC. Julianna has over 10 years of experience in the financial services industry and holds the Series 7, Series 63, and Series 65 licenses. Julianna is also a Chartered Financial Analyst (CFA). Julianna has previously worked at Neuberger Berman BD LLC and National Financial Services LLC.

Firm Information

Julianna McPherson 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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Julianna McPherson’s Registration & Firm History

NJ

10/22/2021 - Present

Blackrock Investment Management, LLC (PRINCETON NJ)

NY

04/06/2011 - 07/07/2021

NEUBERGER BERMAN BD LLC (NEW YORK NY)

MA

04/21/2010 - 04/07/2011

NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)

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Licenses & Designations

IA

Issued 01/20/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/15/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/20/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julianna Ourania McPherson.
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