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Michael Valenti

Advisor at BlackRock Investment Management, LLC

Updated today
BlackRock Investment Management, LLC logo

Firm

BlackRock Investment Management, LLC

Location

Princeton, NJ 08540

Credentials

Series 63, Series 65

Industry experience

12 years

About

Michael Valenti is a financial advisor at BlackRock Investment Management, LLC with 12 years of industry experience. He has been with BlackRock since 2016 and also maintains a role at Bruderman Brothers LLC. Valenti holds Series 63 and Series 65 designations. BlackRock Investment Management, LLC provides investment management services to a broad range of clients, including institutional accounts, pension plans, corporations, and high-net-worth individuals. The firm employs active, index, and model-based strategies supported by centralized risk and portfolio technology and offers specialized capabilities such as municipal advisory services and private financing solutions.

Client services

Based on BlackRock Investment Management, LLC

Portfolio management Selection of other advisers

Expertise

Based on BlackRock Investment Management, LLC

Wealth management Private / alternative investments Real estate investing Tax-loss harvesting

Occupation focus

Based on BlackRock Investment Management, LLC

Executive Founder/Business Owner

Fee options

Percentage

$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%

Performance-based

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.

Other

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.

Location

1 University Square Drive

Princeton, NJ 08540

Most active in

New Jersey · New York

Work history

BlackRock Investments, LLC

2016 - Present (10 years)

BlackRock

2016 - Present (10 years)

Bruderman Brothers LLC

2015 - Present (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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