SG
SG

Sarah Garrity

17 Years of Experience
Princeton, NJ
BrokerSells Insurance

Sarah Garrity is a registered investment advisor at Blackrock Investment Management, LLC, based in Princeton, NJ, with 17 years of industry experience. Sarah 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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Other Business ActivitiesSells Insurance

Sarah owns rental real estate property since 2015 and is a board member for the Colfax Marathon, dedicating a few hours per week to each. She also holds a volunteer board seat for the National Association of Fixed Annuities, spending a few hours per week organizing conferences, education events, and research opportunities.

Employment History
Current Registrations
Blackrock Investment Management, LLC
March 2018 - Present · 8 yrs 2 mos
Blackrock Investments, LLC
October 2017 - Present · 8 yrs 7 mos
Blackrock Investments, LLCBroker
October 2017 - Present · 8 yrs 7 mos
Previous Registrations
Oppenheimerfunds Distributor, INC.Broker
October 2011 - October 2017 · 6 yrs
Jackson National Life Distributors LLCBroker
September 2008 - October 2011 · 3 yrs 1 mo
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.
Sarah Garrity - Financial Advisor | TrueAdvisor