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Joseph Manuel De los santos morris

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.

  1. Blackrock Investment Management, LLCAug 2026 to now
  2. BlackrockAug 2026 to now
  3. Blackrock Investments LLCAug 2026 to now
  4. Sei Investments Distribution Co.Dec 2021 to Jul 2026
  5. Pfs Investments Inc.Aug 2021 to Nov 2021
  6. Primerica Financial ServicesJul 2021 to Nov 2021
  7. Lincoln Financial DistributorsJun 2018 to Aug 2021
  8. Eastern UniversityAug 2013 to May 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2018
  • Series 65 · Uniform Investment Adviser Law2023

State registrations

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

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
6964867
Firm CRD
108928
Advisor's SEC record (opens in a new tab)
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