DF
DF

David Frisch

18 Years of Experience
Boston, MA
Broker

David Frisch is a registered investment advisor at Blackrock Investment Management, LLC, based in Boston, MA, with 18 years of industry experience. David 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

Boston, MA

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 →
Employment History
Current Registrations
Blackrock Investment Management, LLC
January 2017 - Present · 9 yrs 4 mos
Blackrock Investments, LLC
January 2012 - Present · 14 yrs 4 mos
Blackrock Investments, LLCBroker
January 2012 - Present · 14 yrs 4 mos
Previous Registrations
Blackrock Fund Advisors
October 2009 - April 2018 · 8 yrs 6 mos
Blackrock Fund Distribution CompanyBroker
October 2009 - December 2011 · 2 yrs 2 mos
Morgan Stanley Smith BarneyBroker
June 2009 - November 2009 · 5 mos
Citigroup Global Markets INC.Broker
September 2007 - June 2009 · 1 yr 9 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.