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Michael Robert Schoeller

Blackrock Investments, LLC

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About Michael Robert Schoeller

Michael Schoeller is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with Blackrock Investments, LLC and has previously held positions at OCM Investments, LLC, AllianceBernstein Investments, Inc., Sanford C. Bernstein & Co., LLC, Barclays Capital Inc., PIMCO Investments LLC, Park Avenue Securities LLC, UST Securities Corp., MONY Securities Corporation, AXA Distributors, LLC, AXA Advisors, LLC, MetLife Securities Inc., Metropolitan Life Insurance Company, Walnut Street Securities, Inc., New England Securities, Nathan & Lewis Securities, Inc., and Manufacturers Securities Services, LLC. Michael holds Series 7, Series 6, Series 24 and Series 26 licenses.

Firm Information

Michael Schoeller is currently registered with Blackrock Investments, LLC. Blackrock Investments, LLC is a Limited Liability Company formed on October 21, 1994. The firm is registered with the Securities and Exchange Commission and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. Blackrock Investments has been involved in one regulatory event and one arbitration.

Not reported

Assets Under Management

Not reported

Total Clients

280

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.

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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Michael Schoeller’s Registration & Firm History

NY

12/17/2018 - Present

Blackrock Investments, LLC (NEW YORK NY)

CA

02/02/2017 - 07/31/2018

OCM INVESTMENTS, LLC (LOS ANGELES CA)

TN

08/12/2013 - 01/30/2017

ALLIANCEBERNSTEIN INVESTMENTS, INC. (NASHVILLE TN)

NY

08/12/2013 - 01/30/2017

SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)

NY

07/20/2012 - 08/12/2013

BARCLAYS CAPITAL INC. (NEW YORK NY)

NY

02/17/2011 - 07/05/2012

PIMCO INVESTMENTS LLC (NEW YORK NY)

NY

09/22/2006 - 02/10/2011

PARK AVENUE SECURITIES LLC (NEW YORK NY)

CT

07/14/2005 - 06/05/2006

UST SECURITIES CORP. (STAMFORD CT)

NY

08/26/2004 - 04/29/2005

MONY SECURITIES CORPORATION (NEW YORK NY)

NC

08/05/2004 - 03/30/2005

AXA DISTRIBUTORS, LLC (CHARLOTTE NC)

NY

05/24/2004 - 03/30/2005

AXA ADVISORS, LLC (NEW YORK NY)

MA

02/05/2003 - 05/03/2004

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

02/03/2003 - 05/03/2004

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

CA

11/15/2002 - 05/03/2004

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

NY

11/26/2001 - 05/03/2004

NEW ENGLAND SECURITIES (NEW YORK NY)

NY

11/09/2002 - 08/01/2003

NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)

MA

10/11/1999 - 03/23/2000

MANUFACTURERS SECURITIES SERVICES, LLC (BOSTON MA)

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Licenses & Designations

BC

Issued 07/01/2004

Series 24 - General Securities Principal Examination

BC

Issued 09/26/2003

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 07/31/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/24/2003

Series 7 - General Securities Representative Examination

BC

Issued 10/08/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Robert Schoeller.
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