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Julianna Ourania Mcpherson

Investment adviser representative at Blackrock Investment Management, LLC
15 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

15 years in the industry.

  1. Blackrock Investment Management, LLCOct 2021 to now
  2. Blackrock Investments LLCOct 2021 to now
  3. BlackrockJul 2021 to now
  4. Neuberger Berman LLCApr 2011 to now

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law2010
  • Series 65 · Uniform Investment Adviser Law2012

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
5560559
Firm CRD
108928
Advisor's SEC record (opens in a new tab)
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