MR
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Mary Roenbeck

21 Years of Experience
Princeton, NJ
Broker

Mary Roenbeck is a registered investment advisor at Blackrock Investment Management, LLC, based in Princeton, NJ, with 21 years of industry experience. Mary 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

Mary is a board member for Invest in Others, a charity recognizing financial advisors who give back to their communities. She is also a member of the Events sub committee for the Invest in Others Gala, dedicating minimal time to this activity.

Employment History
Current Registrations
Blackrock Investment Management, LLC
October 2014 - Present · 11 yrs 11 mos
Blackrock Investments, LLCBroker
December 2010 - Present · 15 yrs 9 mos
Previous Registrations
Dws Investments Distributors, INCBroker
October 2004 - December 2010 · 6 yrs 2 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.
Mary Roenbeck - Financial Advisor | TrueAdvisor