linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Karen Dana Bleier

Blackrock Investment Management, LLC

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

About Karen Dana Bleier

Karen Bleier is a financial advisor registered with Blackrock Investment Management, LLC. Karen Bleier has been in the securities industry since July 2005, and is licensed to provide investment advisory services in New Jersey and New York. Karen Bleier has Series 63 and 65 licenses. Karen Bleier provides portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

Karen Bleier 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

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

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.

Karen Bleier’s Registration & Firm History

NJ

07/09/2021 - Present

Blackrock Investment Management, LLC (PRINCETON NJ)

NY

08/12/2014 - 02/21/2017

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

NY

01/03/2011 - 06/03/2014

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)

NY

03/16/2005 - 01/03/2011

JPMORGAN DISTRIBUTION SERVICES, INC. (NEW YORK NY)

Not sure if Karen Dana Bleier is right for you?

Licenses & Designations

IA

Issued 07/09/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/11/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/15/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Karen Dana Bleier.
Not sure if Karen Dana Bleier is right for you?