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Zachary B Curtis

Investment adviser representative at Blackrock Investment Management, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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

11 years in the industry.

  1. Blackrock Investment Management, LLCDec 2024 to now
  2. Blackrock Investments LLCDec 2024 to now
  3. BlackrockNov 2024 to now
  4. Pgim InvestmentJan 2024 to Oct 2024
  5. Prudential Investment Management Services, LLCJan 2024 to Oct 2024
  6. Northwestern Mutual Wealth Management CompanyMar 2020 to Nov 2023
  7. Aaron BellAug 2019 to Nov 2023
  8. Louis CannataroAug 2019 to Nov 2023
  9. Robert ReniAug 2019 to Nov 2023
  10. Northwestern Mutual Investment Services LLCJun 2018 to Nov 2023
  11. Lou CannataroMay 2018 to Aug 2019
  12. Bank of America, N.A.Jun 2017 to May 2018
  13. Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2017 to May 2018
  14. The Concord Advisory GroupJan 2017 to Apr 2017
  15. Rider UniversitySep 2013 to May 2017

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2017

State registrations

Registered as an investment adviser representative in 1 state (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
6823876
Firm CRD
108928
Advisor's SEC record (opens in a new tab)
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