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Brett Walsh

25 Years of Experience
Princeton, NJ
1 DisclosureBroker

Brett Walsh is a registered investment advisor at Blackrock Investment Management, LLC, based in Princeton, NJ, with 25 years of industry experience. Brett 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 (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
October 1994
Final Disposition
Other Business Activities

Brett is a part owner of Flemington Baseball & Softball, an LLC, spending a few hours per week organizing camps and handling finances. He also serves as a board member/treasurer for Flemington Raritan Girls Softball League and Hunterdon Central Girls Softball booster club, and is a board member for Hunterdon Healthcare Foundation, dedicating minimal time to each.

Employment History
Current Registrations
Blackrock Investments, LLC
September 2006 - Present · 20 yrs
Blackrock Investment Management, LLC
September 2006 - Present · 20 yrs
Blackrock Investments, LLCBroker
September 2006 - Present · 20 yrs
Previous Registrations
Merrill Lynch Investment Managers LP
March 2005 - September 2006 · 1 yr 6 mos
Fam Distributors, INC.Broker
March 2005 - September 2006 · 1 yr 6 mos
Merrill Lynch Pierce Fenner & Smith INC.
December 2003 - March 2005 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2001 - March 2005 · 4 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Brett Walsh - Financial Advisor | TrueAdvisor