DC
DC

Daniel Courtney

17 Years of Experience
Jersey City, NJ
Broker

Daniel Courtney is a registered investment advisor at Blackrock Investment Management, LLC, based in Jersey City, NJ, with 17 years of industry experience. Daniel 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

Jersey City, NJ

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
December 2025 - Present · 9 mos
Blackrock Investments, LLC
October 2025 - Present · 11 mos
Blackrock Investments, LLCBroker
October 2025 - Present · 11 mos
Previous Registrations
Brookfield Oaktree Wealth Solutions LLCBroker
October 2022 - September 2025 · 2 yrs 11 mos
Realcadre LLCBroker
April 2021 - October 2022 · 1 yr 6 mos
Pimco Investments LLCBroker
October 2019 - March 2021 · 1 yr 5 mos
Altegris Investments, LLCBroker
June 2018 - October 2019 · 1 yr 4 mos
Clearbridge Investments, LLC
June 2014 - July 2018 · 4 yrs 1 mo
Legg Mason Investor Services, LLCBroker
May 2014 - July 2018 · 4 yrs 2 mos
Blackrock Investment Management, LLC
August 2009 - May 2014 · 4 yrs 9 mos
Blackrock Investments, LLCBroker
July 2009 - May 2014 · 4 yrs 10 mos
UBS Financial Services INC.Broker
December 2008 - July 2009 · 7 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.
Daniel Courtney - Financial Advisor | TrueAdvisor