AS
AS

Amy Su

2 Years of Experience
Princeton, NJ
Broker

Amy Su is a registered investment advisor at Blackrock Investment Management, LLC, based in Princeton, NJ, with 2 years of industry experience. Amy 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

Amy is the CFO of StuPot Productions LLC, a production company that creates music videos and advertising content. She spends minimal time on this activity, primarily managing the company's finances and occasionally working as a stylist.

Employment History
Current Registrations
Blackrock Investment Management, LLC
April 2024 - Present · 2 yrs 1 mo
Blackrock Investments, LLCBroker
July 2023 - Present · 2 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.
Amy Su - Financial Advisor | TrueAdvisor