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Sarah Rebecca olson Mitz

Blackrock Investment Management, LLC

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About Sarah Rebecca olson Mitz

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.

Firm Information

Sarah Mitz 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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Sarah Mitz’s Registration & Firm History

CA

11/27/2024 - Present

Blackrock Investment Management, LLC (San Francisco CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sarah Rebecca olson Mitz.
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