Advisor at BlackRock Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
BlackRock Investment Management, LLC
Location
Princeton, NJ 08540
Credentials
Series 66
Industry experience
< 1 year
Lucas Rovalino is a financial advisor at BlackRock Investment Management, LLC with a Series 66 designation and one year of industry experience. Prior to joining BlackRock, he worked at Melrose Legacy Partners and Painted Soul Arts and attended Emory University. BlackRock Investment Management, LLC provides investment management services to a wide range of clients, including institutional separate accounts, pooled vehicles, private funds, pension and profit-sharing plans, corporations, charitable organizations, and high-net-worth individuals. The firm offers diverse strategies across equity, fixed income, multi-asset, and private markets, utilizing active, index, and model-based approaches supported by centralized risk and portfolio technology.
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 Investments LLC
2025 - Present (1 year)
BlackRock
2025 - Present (1 year)
BlackRock
2024 - 2024 (1 year)
Melrose Legacy Partners
2023 - 2023 (1 year)
Painted Soul Arts
2022 - 2022 (1 year)
Emory University
2021 - 2025 (4 years)
Glen Ridge High School
2015 - 2021 (6 years)
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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