JP
JP

Joseph Picarello

6 Years of Experience
Princeton, NJ
Broker

Joseph Picarello is a registered investment advisor at Blackrock Investment Management, LLC, based in Princeton, NJ, with 6 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

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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Other Business Activities

Joseph is a referral agent for Referral Group Inc., a real estate referral agency, primarily to maintain an active real estate license, dedicating minimal time to this activity. Joseph also acts as a realtor for Fathom Realty, a real estate brokerage, spending minimal time on this.

Employment History
Current Registrations
Blackrock Investment Management, LLC
April 2023 - Present · 3 yrs 1 mo
Blackrock Investments, LLCBroker
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Primerica Advisors
March 2022 - August 2022 · 5 mos
PFS Investments INC.Broker
March 2022 - August 2022 · 5 mos
Advice and Planning Services
July 2018 - December 2020 · 2 yrs 5 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
July 2018 - December 2020 · 2 yrs 5 mos
PFS Investments INC.Broker
January 2018 - June 2018 · 5 mos
Alexander Capital, L.P.Broker
September 2015 - January 2016 · 4 mos
State Registrations1 state
NJ
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.
Joseph Picarello - Financial Advisor | TrueAdvisor