Unclaimed
Leah Schoenfeld is a financial advisor with Blackrock Investment Management, LLC. Leah has been in the industry since November 1, 2016. Leah has a Series 7, Series 66 and SIE license. Leah holds registrations in all 50 states. The firm is headquartered in Princeton, New Jersey. Blackrock Investment Management, LLC is an investment advisor with approximately $1 billion - $10 billion in regulatory assets under management. The firm provides advisory services to individuals, businesses, investment companies and pooled investment vehicles. The firm also offers a range of other services including selection of other advisors and portfolio management for businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
08/06/2021 - Present
Blackrock Investment Management, LLC (New York NY)
BOTH
Issued 12/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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