Brian Patrick Roach
Financial advisor at Blackrock Investment Management, LLC · Princeton, NJ
Last updated 2026-10-10
Claim your profileBrian Patrick Roach is a financial advisor at Blackrock Investment Management, LLC in Princeton, NJ, CRD 4424366. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2004-04-05.
Registration
- CRD number
- 4424366
- Registration status
- Active
- IAPD registration
- 2004-04-05
- Industry Experience
- 22 years
- Work Experience
- 23 years
- States registered
- NJ
Licenses and exams
- Series 63
- Series 65
Work history
- 2002-12 to 2022-04 · Lord Abbett Distributor LLC · Jersey City, NJ
- 2022-04 to Present · Blackrock · New Jersey, NJ
- 2022-04 to Present · Blackrock Investments, LLC · Princeton, NJ
Current employment
- Blackrock Investment Management, LLC · Princeton, NJ
Blackrock Investment Management, LLC
- Regulatory AUM
- $676,692,676,752
- Registered advisors
- 676
- Offices
- 141
- Clients per advisor
- 16.1 (Low)
- Average AUM per client
- $62.3M (Moderate)
- High-net-worth client ratio
- 39.3% (Moderate)
Blackrock Investment Management, LLC: advisors, services and reported ETF investments
About
Brian Patrick Roach is a financial advisor at Blackrock Investment Management, LLC in Princeton, NJ. Reported securities licenses include Series 63 and Series 65. The latest record indicates 22 years of industry experience and 23 years of reported work history.
Blackrock Investment Management, LLC's firm-level Form ADV reports 676 advisors across 141 offices; approximately 16.1 clients per advisor, average assets per client of $62,316,298, and regulatory AUM of $676.7B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Investment companies, Pooled investment vehicles, and Pension and profit-sharing plans; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, and Selection of Other Advisers.
What this firm offers
Filed by Blackrock Investment Management, LLC on Form ADV.
Client services
- Individuals and Small Businesses
- Investment Companies
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Performance-Based Fees
Business and affiliations
- Commodity Pool Operator or Trading Advisor
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Registered Municipal Advisor
- Commodity Pool Operator or CTA
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Real Estate Broker or Dealer
- Sponsor or Syndicator of Limited Partners
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Location
1 University Square Drive, Princeton, NJ 08540
676 advisors at this office.
Contact
The firm's filed contact details.
Official record
Are you Brian Patrick Roach?
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