Ross Richard Berger
Investment adviser representative at Blackrock Investment Management, LLC
13 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
13 years in the industry.
- Blackrock Investment Management, LLCJun 2025 to now
- BlackrockApr 2025 to now
- Blackrock Investments, LLCApr 2025 to now
- J.P. Morgan Institutional Investments Inc.Nov 2019 to Apr 2025
- J.P. Morgan Investment Management Inc.Jun 2017 to Apr 2025
- Jpm Distribution Srvcs, Inc.Jun 2017 to Nov 2018
- Ruffalo Noel LevitzNov 2016 to May 2017
- First Round Draft IncOct 2014 to Jan 2018
- The WoodsAug 2014 to Feb 2017
- Miami UniversityAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (IL, NJ).
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
- 6641827
- Firm CRD
- 108928