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Joseph Azverde

13 Years of Experience
Walpole, MA
Broker

Joseph Azverde is a registered investment advisor at Blackrock Investment Management, LLC, based in Walpole, MA, with 13 years of industry experience. Joseph 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

Walpole, MA

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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 Activities

Joseph owns rental and investment property in Warwick, RI since 2013. This activity requires minimal time.

Employment History
Current Registrations
Blackrock Investment Management, LLC
February 2017 - Present · 9 yrs 3 mos
Blackrock Investments, LLC
January 2017 - Present · 9 yrs 4 mos
Blackrock Investments, LLCBroker
January 2017 - Present · 9 yrs 4 mos
Previous Registrations
Fidelity Investments Institutional Services Company, INC.Broker
September 2013 - January 2017 · 3 yrs 4 mos
Wells Fargo Advisors, LLC
January 2013 - July 2013 · 6 mos
Wells Fargo Advisors, LLCBroker
December 2012 - July 2013 · 7 mos
MML Investors Services, LLCBroker
May 2012 - August 2012 · 3 mos
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.