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Duane Liedl

27 Years of Experience
Princeton, NJ
Broker

Duane Liedl is a registered investment advisor at Blackrock Investment Management, LLC, based in Princeton, NJ, with 27 years of industry experience. Duane 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

Duane is the treasurer for the Linton Hill Chase Community Association, his neighborhood's HOA. He spends minimal time collecting dues and assisting with the annual budgeting process.

Employment History
Current Registrations
Blackrock Investment Management, LLC
September 2006 - Present · 19 yrs 10 mos
Blackrock Investments, LLCBroker
September 2006 - Present · 19 yrs 10 mos
Previous Registrations
Merrill Lynch Investment Managers LP
September 2001 - September 2006 · 5 yrs
Fam Distributors, INC.Broker
March 1999 - September 2006 · 7 yrs 6 mos
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.