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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Sundheimer is an investment advisor representative registered with Blackrock Investment Management, LLC. Todd has been in the securities industry since 2008 and is registered with the state of New Jersey. Blackrock Investment Management, LLC is a registered investment advisor based in Princeton, New Jersey. The firm manages approximately $1 billion to $10 billion in assets for individuals, investment companies, pooled investment vehicles, and corporations. The firm also provides portfolio management services for businesses and pension consulting. The firm's clients include high-net-worth individuals, insurance companies, investment companies, and charitable organizations. Todd has a wide range of experience in the securities industry and is well-equipped to provide investment advice to clients.
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.
1
2
NJ
07/14/2008 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
BOTH
Issued 07/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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