David Samuel Sargent
Investment adviser representative at Blackrock Investment Management, LLC
19 yearsExperience
2 statesRegistered in
CFADesignation
$676.7BFirm assets
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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
19 years in the industry.
- Blackrock Investment Management, LLCNov 2023 to now
- BlackrockJul 2023 to now
- Blackrock Investments, LLCJul 2023 to now
- Fidelity InvestmentsAug 2007 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (NJ, OH).
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
- 5417253
- Firm CRD
- 108928