Calvin Yu
Investment adviser representative at Blackrock Financial Management, Inc
18 yearsExperience
2 statesRegistered in
$1.6TFirm assets
31 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
- Pension consulting
Experience
18 years in the industry.
- Blackrock Financial Management, IncNov 2019 to now
- BlackrockOct 2019 to now
- Blackrock Investments LLCOct 2019 to now
- Self-employed ConsultantJun 2019 to Oct 2019
- Qplum LLCApr 2019 to May 2019
- Goldman Sachs, & Co.Sep 2015 to Aug 2018
- Qplum LLCSep 2008 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
Blackrock Financial Management, Inc
$1.6TAssets managed
1,309Clients
31Advisers
31 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
- 6563470
- Firm CRD
- 107105