James Surpless
James Surpless is a registered investment advisor at Blackrock Investment Management, LLC, based in Princeton, NJ, with 9 years of industry experience. James 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1 University Square Drive, Princeton, NJ, 08540
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
James is a Young Lions Junior Board Member for the New York Public Library, a non-profit organization. He attends committee meetings, helps run library-sponsored events, and engages with the local community, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Blackrock Investment Management, LLC
Blackrock Investments, LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations53 states
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