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Shaun Doherty

20 Years of Experience
Princeton, NJ
Broker

Shaun Doherty is a registered investment advisor at Blackrock Investment Management, LLC, based in Princeton, NJ, with 20 years of industry experience. Shaun 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
March 2008 - Present · 18 yrs 2 mos
Blackrock Investments, LLCBroker
March 2008 - Present · 18 yrs 2 mos
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
December 2004 - July 2007 · 2 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2004 - July 2007 · 2 yrs 9 mos
State Registrations2 states
NJNY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.