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DK

David Koh

18 Years of Experience
Princeton, NJ
Broker

David Koh is a registered investment advisor at Blackrock Investment Management, LLC, based in Princeton, NJ, with 18 years of industry experience. David 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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Other Business Activities

David is a non-paid board member of the Kellogg Finance Network (KFN), an alumni group of finance professionals. He dedicates minimal time to this role.

Employment History
Current Registrations
Blackrock Investment Management, LLC
November 2025 - Present · 6 mos
Blackrock Investments, LLCBroker
November 2025 - Present · 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2017 - October 2025 · 8 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2017 - October 2025 · 8 yrs 6 mos
Deutsche Bank Securities INC.Broker
July 2011 - October 2016 · 5 yrs 3 mos
Banc of America Securities LLCBroker
December 2004 - August 2007 · 2 yrs 8 mos
Credit Suisse First Boston CorporationBroker
September 1999 - October 2001 · 2 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.