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Daniel William Socha

Investment adviser representative at Blackrock Investment Management, LLC
11 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

11 years in the industry.

  1. Blackrock Investment Management, LLCAug 2025 to now
  2. BlackrockMay 2025 to now
  3. Blackrock Investments LLCMay 2025 to now
  4. Ameriprise FinancialOct 2023 to Apr 2025
  5. Northwestern MutualJun 2023 to Sep 2023
  6. Illinois Wesleyan UniversityAug 2019 to May 2023
  7. Marist High SchoolMay 2015 to May 2019

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (IL, 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
7738556
Firm CRD
108928
Advisor's SEC record (opens in a new tab)
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