Advisor at BlackRock Investment Management, LLC
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Firm
BlackRock Investment Management, LLC
Location
Princeton, NJ 08540
Credentials
Series 66
Industry experience
7 years
Caroline Perry is a financial advisor at BlackRock Investment Management, LLC with seven years of industry experience. She holds the Series 66 designation and has been with BlackRock since 2018. Prior to her current role, she worked briefly at Great American Insurance Group and Jeni's Splendid Ice Creams and spent time as a full-time student. BlackRock Investment Management, LLC provides investment management services to a diverse range of clients, including institutional accounts, pension plans, corporations, and individual investors. The firm employs active, index, and model-based strategies and offers technology-driven portfolio solutions, with capabilities that include municipal advisory services and private financing platforms.
Based on BlackRock Investment Management, LLC
Based on BlackRock Investment Management, LLC
$0 - $1,000,000: 0.35% $1,000,000 - $3,000,000: 0.30% $3,000,000 - $5,000,000: 0.25% $5,000,000 - $10,000,000: 0.22% $10,000,000 - $20,000,000: 0.20% $20,000,000+: 0.15%
Certain BlackRock Private Funds and Institutional SMAs may charge performance-based fees or allocations, as described in Item 6. Fees and allocations can be fixed, fixed plus performance, or performance only, with certain fixed fees paid upfront. Performance-based fees may be charged quarterly, annually, or upon withdrawal/redemption.
Account minimum: $100,000 (Private Market SMA Strategies); $250,000 (Dual Contract SMA Program accounts generally for equity and fixed income accounts); $500,000 (Minimum account size for Premium Access Strategies accounts managed by BIM) Minimum fee: Dual Contract SMA Program accounts generally are subject to a minimum fee determined by applying the fee schedule to the applicable minimum account size.
1 University Square Drive
Princeton, NJ 08540
New Jersey · New York
BlackRock
2018 - Present (8 years)
BlackRock Investments, LLC
2018 - Present (8 years)
UNEMPLOYED (FULL-TIME STUDENT)
2017 - 2018 (1 year)
Jeni's Splendid Ice Creams
2017 - 2017 (1 year)
UNEMPLOYED (FULL-TIME STUDENT)
2016 - 2017 (1 year)
Great American Insurance Group
2016 - 2016 (1 year)
UMEMPLOYED (FULL-TIME STUDENT)
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Series 63, Series 65
Princeton, NJ
Endowbridge Capital, LLC
CFP®, CFA®
Hopewell, NJ
Roche Financial Partners LLC
Series 63, Series 65
Robbinsville, NJ
Pandolfo Capital, LLC
Series 65
Highland Park, NJ
Parkview Capital Management
Series 63, Series 66
Princeton, NJ
Certified Wealth Management & Investment LLC
Series 63, Series 65
Langhorne, PA
City Investment Advisors, Inc.
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