Katherine O'keeffe
Investment adviser representative at Blackrock Investment Management, LLC
13 yearsExperience
3 statesRegistered in
$676.7BFirm assets
26 yearsFirm in business
Are you Katherine O'keeffe? Claim your profile
Contact this firm
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.
- Blackrock Investment Management, LLCJun 2022 to now
- BlackrockAug 2021 to now
- Blackrock Investments LLCAug 2021 to now
- BlackrockJul 2020 to Jul 2020
- Short Stories Bookshop & Community HubJul 2018 to Aug 2018
- Newday Financial TechnologiesJun 2018 to Jun 2018
- Rutgers UniversitySep 2017 to May 2021
- Stifel Financial Corp.Jun 2017 to Jul 2017
- Short Stories Bookshop & Community HubOct 2014 to Feb 2017
- Madison High SchoolSep 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (CA, NJ, NY).
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
- 7424002
- Firm CRD
- 108928