Daniel William Courtney
Investment adviser representative at Blackrock Investment Management, LLC
12 yearsExperience
2 statesRegistered in
$676.7BFirm assets
26 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
Experience
12 years in the industry.
- Blackrock Investment Management, LLCDec 2025 to now
- BlackrockSep 2025 to now
- Blackrock Investments, LLCSep 2025 to now
- Brookfield Oaktree Wealth Solutions LLCOct 2022 to Sep 2025
- Quadro Partners, Inc.Mar 2021 to Oct 2022
- Realcadre LLCMar 2021 to Oct 2022
- Pacific Investment Management Company LLCOct 2019 to Mar 2021
- Pimco Investments LLCOct 2019 to Mar 2021
- Altegris InvestmentsJun 2018 to Oct 2019
- Legg Mason & CoMay 2014 to Jun 2018
- Legg Mason Investor Services LLCMay 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
Blackrock Investment Management, LLC
$676.7BAssets managed
10,859Clients
676Advisers
26 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
- 5372986
- Firm CRD
- 108928