Matthew Ozbalik
Matthew Ozbalik is a registered investment advisor at Blackrock Investment Management, LLC, based in Princeton, NJ, with 4 years of industry experience. Matthew 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
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Blackrock Investment Management, LLC
Blackrock Investments, LLCBroker
Previous Registrations
Pgim Investments LLC
Prudential Investment Management Services LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations53 states
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.