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William Joseph Burke

Blackrock Investment Management, LLC

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About William Joseph Burke

William Joseph Burke is a registered investment advisor representative with BlackRock Investment Management, LLC. William has been in the securities industry for over 10 years and holds the Series 7TO, Series 66, and SIE licenses. William is registered in 53 states and the District of Columbia. William is a specialist in the following areas: portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for investment companies. William's firm, BlackRock Investment Management, LLC, is a large investment advisor with over $458 billion in assets under management.

Firm Information

William Burke 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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William Burke’s Registration & Firm History

NJ

08/06/2021 - Present

Blackrock Investment Management, LLC (PRINCETON NJ)

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Licenses & Designations

BOTH

Issued 02/11/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/11/2018

Series 7TO - General Securities Representative Examination

BC

Issued 11/19/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Joseph Burke.
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