CP
CP

Cassandra Poggi

13 Years of Experience
Princeton, NJ
Broker

Cassandra Poggi is a registered investment advisor at Blackrock Investment Management, LLC, based in Princeton, NJ, with 13 years of industry experience. Cassandra 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 Investment Management, LLC
July 2014 - Present · 11 yrs 10 mos
Blackrock Investments, LLCBroker
July 2014 - Present · 11 yrs 10 mos
Previous Registrations
Rfs PartnersBroker
April 2013 - July 2014 · 1 yr 3 mos
AXA Advisors, LLC
January 2013 - February 2013 · 1 mo
AXA Advisors, LLCBroker
October 2012 - February 2013 · 4 mos
State Registrations3 states
CANJNY
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.