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Joseph Rodriguez

34 Years of Experience
Princeton, NJ
Broker

Joseph Rodriguez is a registered investment advisor at Blackrock Investment Management, LLC, based in Princeton, NJ, with 34 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,238 clients with $510B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
677 advisors
IM Fee
Planning only
Assets Under Management
$508.2B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1 University Square Drive, Princeton, NJ, 08540

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Blackrock Investment Management, LLC
September 2018 - Present · 7 yrs 8 mos
Blackrock Investments, LLCBroker
July 2018 - Present · 7 yrs 10 mos
Previous Registrations
Nylife Distributors LLCBroker
March 2007 - November 2017 · 10 yrs 8 mos
Alliancebernstein Investments, INC.Broker
April 2005 - February 2007 · 1 yr 10 mos
UBS Global Asset Management (US) INC.Broker
November 2002 - August 2004 · 1 yr 9 mos
Chase Investment Services CORP.Broker
June 1999 - November 2002 · 3 yrs 5 mos
Citicorp Investment ServicesBroker
January 1990 - May 1999 · 9 yrs 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.