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Stephen Witthuhn

10 Years of Experience
New York, NY
Broker

Stephen Witthuhn is a registered investment advisor at Blackrock Investment Management, LLC, based in New York, NY, with 10 years of industry experience. Stephen 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

50 Hudson Yards, New York, NY, 10001

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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

Stephen is a member of the Board of Trustees for Friends Academy, a private school, dedicating a few hours per week. He is also a board observer for SpiderRock Advisors, an asset manager, as part of BlackRock's partnership, dedicating a significant portion of his time to this role.

Employment History
Current Registrations
Blackrock Investment Management, LLC
August 2015 - Present · 10 yrs 9 mos
Blackrock Investments, LLCBroker
June 2015 - Present · 10 yrs 11 mos
State Registrations2 states
NJNY
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.
Stephen Witthuhn - Financial Advisor | TrueAdvisor