Derek Schmidt
Derek Schmidt is a CFA-designated registered investment advisor at Blackrock Investment Management, LLC, based in Chicago, IL, with 7 years of industry experience. Derek 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
227 Monroe Street, Chicago, IL, 60606
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Regulatory History
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
Derek is a board member and serves on the finance and investment committees for the Anixter Center charitable foundation. He spends minimal time per month on these activities, overseeing the budget, providing input on portfolio asset allocation, and overseeing cash flow management.
Employment History
Current Registrations
Blackrock Investment Management, LLC
Blackrock Investments, LLCBroker
Previous Registrations
William Blair & Company L.L.C.Broker
William Blair & Company L.L.C.
State Registrations53 states
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