Blackrock Execution Services

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
83
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
39438
Registered since
December 21, 1995

Firm profile

FINTRX

Overview

Blackrock Execution Services is organized as a corporation and is reported to have mixed ownership that includes a domestic corporate entity and at least one individual owner. The firm’s classification is listed as unclassified in the source data. It is not identified as a capital allocator and is not reported to be an active ESG investor. The firm is also not designated as a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser according to the available profile. The firm has not provided detail on its client base, fee schedules, or traditional advisory and business activities in the public snapshot. That lack of disclosure makes it difficult to place the entity within the usual RIA/advisory segments; the combination of a corporate structure with zero reported client counts (see below) suggests it may operate in an execution-oriented or internal service capacity rather than as a conventional client-facing advisory practice.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Meredith Herold

    Meredith Herold

    CEOCRD 4792340

  • Christopher Meade

    Christopher Meade

    Chief Legal OfficerCRD 6728448

  • Daniel Dunay

    Daniel Dunay

    Chief Operating OfficerCRD 4982009

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Contacts

3 of 79
  • Kenneth Wong

    Kenneth Wong

    Registered RepresentativeCRD 5857830

  • Elise Terry

    Elise Terry

    WholesalerCRD 4042345

  • Joseph Devico

    Joseph Devico

    Senior Managing DirectorCRD 2808563

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
50 Hudson Yards
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth