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Steven Andrew Iwasyk

Blackrock Investments, LLC

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About Steven Andrew Iwasyk

Steven Andrew Iwasyk is a financial professional with over 25 years of experience in the industry. Steven is currently registered with Blackrock Investments, LLC and has previously held positions at UBS Financial Services Inc., J.P. Morgan Securities LLC, and J.P. Morgan Securities Inc. Steven holds several licenses including Series 7, 24, 63, 99TO and SIE. Steven has a strong track record of success in providing financial advice and investment management services to clients.

Firm Information

Steven Iwasyk 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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Steven Iwasyk’s Registration & Firm History

NJ

03/11/2024 - Present

Blackrock Investments, LLC (PRINCETON NJ)

NJ

05/25/2021 - 01/09/2024

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

DE

10/01/2008 - 05/19/2021

J.P. MORGAN SECURITIES LLC (NEWARK DE)

DE

05/01/2001 - 10/01/2008

J.P. MORGAN SECURITIES INC. (NEWARK DE)

NY

02/18/1998 - 05/01/2001

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

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Licenses & Designations

BC

Issued 04/28/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/26/2000

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/17/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Andrew Iwasyk.
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