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Tony E Leal

Investment adviser representative at Blackrock Financial Management, Inc
17 yearsExperience
2 statesRegistered in
$1.6TFirm assets
31 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting

Experience

17 years in the industry.

  1. Blackrock Financial Management, IncJan 2010 to now
  2. Blackrock Investments, LLCJul 2009 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1994
  • Series 65 · Uniform Investment Adviser Law1999

State registrations

Registered as an investment adviser representative in 2 states (NY, TX).

Blackrock Financial Management, Inc

$1.6TAssets managed
1,309Clients
31Advisers
31 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2408017
Firm CRD
107105
Advisor's SEC record (opens in a new tab)
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