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Casey John Sullivan

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.

  1. Blackrock Investment Management, LLCNov 2024 to now
  2. BlackrockSep 2024 to now
  3. Blackrock Investments, LLCSep 2024 to now
  4. Bank of AmericaJul 2022 to Aug 2024
  5. Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2021 to Jul 2022
  6. UnemployedMay 2021 to Jun 2021
  7. Providence CollegeNov 2020 to May 2021
  8. Bank of AmericaJun 2020 to Aug 2020
  9. Pell Wealth PartnersMay 2019 to Aug 2019
  10. Providence College AthelticsJun 2018 to May 2021
  11. Student Providence CollegeAug 2017 to May 2021
  12. Village Creamery & SweetshopDec 2016 to Aug 2018
  13. Kensico Little LeagueMay 2014 to Aug 2018

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 2 states (MA, 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
7112622
Firm CRD
108928
Advisor's SEC record (opens in a new tab)
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