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Sophia Maxine Starr

Investment adviser representative at Blackrock Investment Management, LLC
14 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

14 years in the industry.

  1. Blackrock Investment Management, LLCApr 2026 to now
  2. BlackrockMar 2026 to now
  3. Blackrock Investments LLCMar 2026 to now
  4. Franklin Distributors, LLCJul 2024 to Mar 2026
  5. Putnam Investment ManagementJun 2023 to Mar 2026
  6. Putnam Retail ManagementJun 2023 to Jul 2024
  7. Fidelity InvestmentsJun 2022 to Aug 2022
  8. Boston CollgeAug 2020 to May 2023
  9. Steve Lyons Art GalleryJun 2020 to Sep 2021
  10. Elon UniversityAug 2019 to Jun 2020
  11. Lilly PulitzerJun 2014 to Aug 2019
  12. Dana Hall SchoolAug 2012 to May 2019

Exams passed

  • Series 66 · Uniform Combined State Law2024

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
7770672
Firm CRD
108928
Advisor's SEC record (opens in a new tab)
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