KF
KF

Kaitlyn Fischer

16 Years of Experience
Princeton, NJ
Broker

Kaitlyn Fischer is a registered investment advisor at Blackrock Investment Management, LLC, based in Princeton, NJ, with 16 years of industry experience. Kaitlyn 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.

Loading...

Location

1 University Square Drive, Princeton, NJ, 08540

Get directions

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.

Learn about disclosures →
Other Business Activities

Kaitlyn is a board member of Sapere Aude Consortium, Inc, a research organization providing internships to first-generation college students interested in financial services. She dedicates about 10-20% of her time to this non-investment related activity.

Employment History
Current Registrations
Blackrock Investment Management, LLC
June 2020 - Present · 6 yrs 1 mo
Blackrock Investments, LLCBroker
April 2017 - Present · 9 yrs 3 mos
Previous Registrations
Allianz Global Investors Distributors LLCBroker
July 2013 - March 2017 · 3 yrs 8 mos
UBS Financial Services INC.
September 2009 - July 2013 · 3 yrs 10 mos
UBS Financial Services INC.Broker
August 2009 - July 2013 · 3 yrs 11 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.
Kaitlyn Fischer - Financial Advisor | TrueAdvisor