KS
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Kristen Santerian

13 Years of Experience
Boston, MA
Broker

Kristen Santerian is a registered investment advisor at Blackrock Financial Management, INC, based in Boston, MA, with 13 years of industry experience. Kristen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,309 clients with $1300B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
36 advisors
IM Fee
Planning only
Assets Under Management
$1327.9B

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

60 State Street Floors, 19 & 20, Boston, MA, 02109

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Kristen is a member of the Armenian Cultural and Education Center, serving in an advisory capacity and dedicating minimal time. She also owns several investment properties and a timeshare in Aruba, each requiring minimal time.

Employment History
Current Registrations
Blackrock Financial Management, INC
July 2013 - Present · 12 yrs 10 mos
Blackrock Investments, LLCBroker
November 2012 - Present · 13 yrs 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.