Invested Better
Unclaimed

Unclaimed

Unclaimed

Kaitlyn Brightbill

Blackrock Investment Management, LLC

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

About Kaitlyn Brightbill

Kaitlyn Brightbill is a registered investment advisor representative with BlackRock Investment Management, LLC. Kaitlyn is licensed in 53 states and the District of Columbia for both broker-dealer and investment advisor services. Kaitlyn has been working in the financial services industry since 2012. Kaitlyn has a broad range of experience in the investment advisory field and is a well-respected member of the financial services community. Prior to joining Blackrock, Kaitlyn worked at Morgan Stanley, Eaton Vance Distributors, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kaitlyn holds the Series 7 and 66 licenses.

Firm Information

Kaitlyn Brightbill 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

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.

Kaitlyn Brightbill’s Registration & Firm History

NY

09/29/2022 - Present

Blackrock Investment Management, LLC (NEW YORK NY)

NY

01/15/2022 - 09/14/2022

EATON VANCE DISTRIBUTORS, INC. (New York NY)

NY

01/04/2018 - 01/15/2022

MORGAN STANLEY DISTRIBUTION, INC. (New York NY)

NY

08/21/2014 - 01/04/2018

MORGAN STANLEY (NEW YORK NY)

NY

06/05/2013 - 08/14/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

05/01/2012 - 06/28/2013

MORGAN STANLEY (NEW YORK NY)

Not sure if Kaitlyn Brightbill is right for you?

Licenses & Designations

BOTH

Issued 10/22/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/30/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kaitlyn Brightbill.
Not sure if Kaitlyn Brightbill is right for you?