Joanie Cheung Ojascastro
Investment adviser representative at Blackrock Investment Management, LLC
12 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
12 years in the industry.
- Blackrock Investment Management, LLCApr 2024 to now
- BlackrockApr 2024 to now
- Blackrock Investments, LLCApr 2024 to now
- TIAAJan 2022 to Mar 2024
- TIAA-CREF Individual & Institutional Services, LLCJan 2022 to Mar 2024
- Silicon Valley BankJan 2021 to Jan 2022
- Svb Wealth Advisory Inc.Jan 2021 to Jan 2022
- Goldman Sachs & Co. LLCJul 2018 to Dec 2020
- UnemployedJun 2018 to Jul 2018
- Hall Capital Partners LLCJun 2017 to Aug 2017
- Uc MercedAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6991728
- Firm CRD
- 108928