Michael J Blank
Investment adviser representative at The Caprock Group, LLC
11 yearsExperience
1 stateRegistered in
$12.5BFirm assets
23 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- The Caprock Group, LLCAug 2026 to now
- Morgan StanleyJun 2023 to May 2026
- UnemployedOct 2022 to Jun 2023
- Btig LLCJun 2022 to Oct 2022
- UBS Financial ServicesJan 2020 to Jun 2022
- UnemployedOct 2019 to Dec 2019
- Ajd ConstructionJun 2019 to Sep 2019
- Muhlenberg CollegeAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NJ).
The Caprock Group, LLC
$12.5BAssets managed
436Clients
51Advisers
23 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
- 7207655
- Firm CRD
- 124272