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Sarah Mitz is a registered investment advisor representative with Blackrock Investment Management, LLC. Sarah has been in the industry since August 2024 and has passed the Uniform Combined State Law Examination. Sarah is registered with the states of California and New Jersey and has experience working with various clients, including insurance companies, investment companies, charitable organizations, high-net-worth individuals, other investment advisors, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities, and sovereign wealth funds and foreign official institutions. Sarah has experience in providing portfolio management services to individuals, businesses, and investment companies. Blackrock Investment Management, LLC is a large financial services firm with offices in Princeton, NJ, and San Francisco, CA. Blackrock provides investment advisory services to a wide range of clients, including individuals, businesses, and institutions.
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.
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CA
11/27/2024 - Present
Blackrock Investment Management, LLC (San Francisco CA)
Active
Inactive
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