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Julieta Helena Neri

Blackrock Investment Management, LLC

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About Julieta Helena Neri

Julieta Helena Neri is a registered representative with Blackrock Investment Management, LLC, and holds Series 7TO and SIE licenses. Julieta has over 10 years of experience in the financial services industry, most recently with Credit Suisse and American Express. Julieta has a broad range of experience working with a variety of clients including individuals, corporations, and investment companies. Julieta is committed to providing her clients with personalized financial advice and investment management services to help them achieve their financial goals.

Firm Information

Julieta Neri 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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Julieta Neri’s Registration & Firm History

NY

01/05/2024 - Present

Blackrock Investment Management, LLC (New York NY)

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Licenses & Designations

BOTH

Issued 01/05/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/11/2023

Series 7TO - General Securities Representative Examination

BC

Issued 06/13/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julieta Helena Neri.
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