Julianna Mcpherson is a CFA-designated registered investment advisor, based in Princeton, NJ, with 15 years of industry experience.
Location
1 University Square Drive, Princeton, NJ, 08540
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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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Current Registrations
Blackrock Investment Management, LLC
October 2021 - Present · 4 yrs 9 mos
Blackrock Investments, LLCBroker
October 2021 - Present · 4 yrs 9 mos
Previous Registrations
Neuberger Berman Bd LLC
January 2012 - July 2021 · 9 yrs 6 mos
Neuberger Berman Bd LLCBroker
April 2011 - July 2021 · 10 yrs 3 mos
National Financial Services LLCBroker
April 2010 - April 2011 · 1 yr
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.