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Keith Schmidt

14 Years of Experience
Princeton, NJ
Broker

Keith Schmidt is a registered investment advisor at Blackrock Investment Management, LLC, based in Princeton, NJ, with 14 years of industry experience. Keith 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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Employment History
Current Registrations
Blackrock Investments, LLCBroker
June 2024 - Present · 1 yr 11 mos
Blackrock Investment Management, LLC
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Hartford Funds
April 2018 - April 2024 · 6 yrs
Hartford Funds Distributors, LLCBroker
April 2018 - April 2024 · 6 yrs
New York Life Investment Management LLC
August 2015 - March 2018 · 2 yrs 7 mos
Nylife Distributors LLCBroker
August 2015 - March 2018 · 2 yrs 7 mos
PNC InvestmentsBroker
November 2014 - July 2015 · 8 mos
PNC Investments
November 2014 - July 2015 · 8 mos
Resource Securities, INC.Broker
November 2012 - August 2014 · 1 yr 9 mos
Ing Financial Partners, INC
November 2011 - November 2012 · 1 yr
Ing Financial Partners, INC.Broker
September 2011 - November 2012 · 1 yr 2 mos
National Securities CorporationBroker
August 2011 - September 2011 · 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.