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Lisa Marie Shah

Blackrock Financial Management, Inc.

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About Lisa Marie Shah

Lisa McFarland is a registered investment advisor with Blackrock Financial Management, Inc. Lisa has been in the industry since 2004 and holds the Series 7, Series 63, and Series 65 licenses. Lisa is registered to provide investment advice in all 50 states and the District of Columbia.

Firm Information

Lisa Shah is currently registered with Blackrock Financial Management, Inc.. Blackrock Financial Management, Inc. is a large investment advisory firm based in New York, NY. The firm manages over $1.28 trillion in assets for a diverse range of clients, including corporations, insurance companies, sovereign wealth funds, investment companies, and pooled investment vehicles. Blackrock offers a variety of advisory services, including portfolio management for businesses, individuals, and investment companies, as well as pension consulting and selection of other advisors.
Blackrock Financial Management, Inc.

50 HUDSON YARDS

NEW YORK, NY 10001

$1.29T

Assets Under Management

108

Total Clients

42

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Lisa Shah’s Registration & Firm History

NY

04/07/2016 - Present

Blackrock Financial Management, Inc. (NEW YORK NY)

NY

01/01/2004 - 07/13/2005

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 07/10/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/29/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lisa Marie Shah.
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