KS
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Kevin Schmidt

26 Years of Experience
Princeton, NJ
Broker

Kevin Schmidt is a registered investment advisor at Blackrock Investment Management, LLC, based in Princeton, NJ, with 26 years of industry experience. Kevin 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
August 2015 - Present · 11 yrs 1 mo
Blackrock Investments, LLCBroker
January 2012 - Present · 14 yrs 8 mos
Previous Registrations
Blackrock Fund Distribution CompanyBroker
October 2011 - December 2011 · 2 mos
UBS Financial Services INC.
August 2006 - September 2011 · 5 yrs 1 mo
UBS Financial Services INC.Broker
August 2006 - September 2011 · 5 yrs 1 mo
Jwh Securities, INC.Broker
January 2004 - July 2006 · 2 yrs 6 mos
Lord, Abbett & CO. LLC
November 2000 - December 2004 · 4 yrs 1 mo
Lord Abbett Distributor LLCBroker
September 1999 - August 2003 · 3 yrs 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Kevin Schmidt - Financial Advisor | TrueAdvisor