Romain Marie julien Dard
Investment adviser representative at Blackrock Financial Management, Inc
11 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
11 years in the industry.
- Blackrock Financial Management, IncFeb 2020 to now
- BlackrockJan 2020 to now
- Blackrock Investments LLCJan 2020 to now
- Bank of America, N.A.Nov 2019 to Jan 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2019 to Jan 2020
- Bank of America Merrill LynchJun 2018 to Aug 2018
- TuftsJan 2018 to May 2018
- Tufts UniversitySep 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State 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
- 6964717
- Firm CRD
- 107105