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Steven Chen

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, LLCJan 2025 to now
  2. BlackrockAug 2024 to now
  3. Blackrock Investments, LLCAug 2024 to now
  4. Cornell University - Department of Computer ScienceJan 2024 to May 2024
  5. Cornell University - Department of Computer ScienceAug 2023 to Dec 2023
  6. FCPJun 2023 to Aug 2023
  7. Cornell University - Department of Computer ScienceJan 2023 to May 2023
  8. Cornell University - Department of Computer ScienceAug 2022 to Dec 2022
  9. Owl.coJul 2022 to Feb 2023
  10. Cornell University - Department of Computer ScienceJan 2022 to May 2022
  11. N/aJan 2012 to Jan 2022

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (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
7985453
Firm CRD
108928
Advisor's SEC record (opens in a new tab)
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