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Claudette Grant

10 Years of Experience
Princeton, NJ
Broker

Claudette Grant is a registered investment advisor at Blackrock Investment Management, LLC, based in Princeton, NJ, with 10 years of industry experience. Claudette 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

Claudette is a member of the Board of Directors for the Forest Preserve Foundation of Cook County and serves on the Finance Committee. This activity, which supports parks and forest preserves, requires minimal time.

Employment History
Current Registrations
Blackrock Investments, LLCBroker
April 2022 - Present · 4 yrs 1 mo
Blackrock Investment Management, LLC
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
American Funds Distributors, INC.Broker
December 2017 - February 2022 · 4 yrs 2 mos
American Funds Distributors, INC.
December 2017 - February 2022 · 4 yrs 2 mos
Rpk Capital Management
January 2016 - November 2017 · 1 yr 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.