Robert Lefone James
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, LLCJun 2026 to now
- BlackrockJun 2026 to now
- Blackrock Investments, LLCJun 2026 to now
- Federated Global Investment Management Corp.Jan 2015 to Jun 2026
- Federated Investment CounselingJan 2015 to Jun 2026
- Mdt Advisers, A Division of Federated Mdta LLCJan 2015 to Jun 2026
- Federated Hermes, Inc.Oct 2014 to Jun 2026
- Federated Securities CorpOct 2014 to Jun 2026
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (NJ, PA).
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
- 6406134
- Firm CRD
- 108928