Skip to content

Lincoln Daniel Fleming

Investment adviser representative at Blackrock Investment Management, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$676.7BFirm assets

Are you Lincoln Daniel Fleming? Claim your profile

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

11 years in the industry.

  1. Blackrock Investment Management, LLCMay 2026 to now
  2. Blackrock, Investments, LLCAug 2025 to now
  3. BlackrockJan 2021 to now
  4. Squire & Company, PcNov 2019 to Jan 2021
  5. Squire Wealth AdvisorsNov 2019 to Jan 2021
  6. Canopy TaxAug 2015 to Nov 2019

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2026

State registrations

Registered as an investment adviser representative in 2 states (NJ, UT).

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
6413303
Firm CRD
108928
Advisor's SEC record (opens in a new tab)
CallContact this firm