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Kristen Ashley O'Neill

Blackrock Investment Management, LLC

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About Kristen Ashley O'Neill

Kristen Ashley O'Neill is an investment advisor representative associated with Blackrock Investment Management, LLC. Kristen has been in the industry for over 6 years and is registered with 53 states and the District of Columbia. Kristen has a Series 7, Series 63, and Series 65 license and also holds the Securities Industry Essentials (SIE) exam. She currently works out of the Princeton, NJ branch office for Blackrock Investment Management, LLC. Kristen specializes in working with individual investors, businesses, investment companies, and pooled investment vehicles.

Firm Information

Kristen O'Neill 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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Kristen O'Neill’s Registration & Firm History

NJ

07/25/2019 - Present

Blackrock Investment Management, LLC (PRINCETON NJ)

PA

10/01/2013 - 07/23/2019

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

IA

Issued 07/31/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/10/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/01/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kristen Ashley O'Neill.
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