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Shannon Israel

7 Years of Experience
Princeton, NJ
Broker

Shannon Israel is a registered investment advisor at Blackrock Investment Management, LLC, based in Princeton, NJ, with 7 years of industry experience. Shannon 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

Shannon is the sole member/owner and managing member of Show Me Your Junk LLC, a junk removal company. The business is completely inactive and requires no time commitment from Shannon.

Employment History
Current Registrations
Blackrock Investment Management, LLC
April 2024 - Present · 2 yrs 1 mo
Blackrock Investments, LLCBroker
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2022 - March 2024 · 1 yr 7 mos
Wells Fargo Clearing Services, LLCBroker
May 2018 - March 2022 · 3 yrs 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Shannon Israel - Financial Advisor | TrueAdvisor