Daniel J. Deckman

BLACKROCK FINANCIAL MANAGEMENT,

WEST PALM BEACH, FL 33401

Some features on this profile are disabled

CRD#: 1516253

Professional summary

Daniel Jay Deckman, CIMA®, who also goes by Daniel Jay Dickman, is a registered financial advisor currently at BLACKROCK FINANCIAL MANAGEMENT, INC located in West Palm Beach, Florida and BLACKROCK INVESTMENTS, LLC located in West Palm Beach, Florida.

Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Daniel has worked at 12 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daniel Jay Dickman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Jay Deckman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CIMA^®

Certified Investment Management Analyst

Experience

Current

November 7, 2006 - Present

BLACKROCK FINANCIAL MANAGEMENT, INC

Office #1: 360 S Rosemary Ave Suite 1600, West Palm Beach, FL 33401

RIA

CRD#: 107105

WEST PALM BEACH, FL

Current

September 29, 2006 - Present

BLACKROCK INVESTMENTS, LLC

Office #1: 360 S Rosemary Ave Suite 1600, West Palm Beach, FL 33401

CRD#: 38642

West Palm Beach, FL

Past

December 8, 2005 - October 2, 2006

MERRILL LYNCH INVESTMENT MANAGERS LP

RIA

CRD#: 105068

BOCA RATON, FL

Past

August 10, 2005 - September 29, 2006

FAM DISTRIBUTORS, INC.

CRD#: 4100

NEW YORK, NY

Past

September 7, 2000 - May 25, 2005

ALLIANCEBERNSTEIN INVESTMENTS, INC.

CRD#: 14549

NASHVILLE, TN

Past

April 10, 1998 - July 19, 2000

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

CRD#: 7834

NEW YORK, NY

Past

January 9, 1997 - March 11, 1998

NYLIFE DISTRIBUTORS LLC

CRD#: 35350

JERSEY CITY, NJ

Past

January 4, 1994 - March 17, 1995

STEIN, SHORE SECURITIES, INC.

CRD#: 31294

ORLANDO, FL

Past

February 25, 1988 - August 26, 1989

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

February 25, 1988 - August 26, 1989

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

March 31, 1987 - October 5, 1987

F.D. ROBERTS SECURITIES, INC.

CRD#: 693

Past

July 23, 1986 - April 6, 1987

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BLACKROCK FINANCIAL MANAGEMENT, INC

CRD#: 107105 / SEC#: 801-48433

RIA

Registered Investment Advisory firm - (2/28/1995 Approved)

Oklahoma

Registered Investment Advisory firm - (3/31/2006 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(6/28/2021)

Alaska
(6/28/2021)

Arizona
(6/28/2021)

Arkansas
(6/28/2021)

California
(6/28/2021)

Colorado
(3/9/2021)

Connecticut
(6/28/2021)

Delaware
(6/28/2021)

District of Columbia
(6/28/2021)

Florida
(10/24/2013)

IAR

Florida
(3/21/2022)

Georgia
(6/28/2021)

Hawaii
(6/28/2021)

Idaho
(6/28/2021)

Illinois
(6/28/2021)

Indiana
(6/28/2021)

Iowa
(6/28/2021)

Kansas
(6/28/2021)

Kentucky
(6/28/2021)

Louisiana
(6/28/2021)

Maine
(6/28/2021)

Maryland
(6/28/2021)

Massachusetts
(6/28/2021)

Michigan
(6/28/2021)

Minnesota
(6/28/2021)

Mississippi
(6/28/2021)

Missouri
(6/28/2021)

Montana
(6/28/2021)

Nebraska
(6/28/2021)

Nevada
(6/28/2021)

New Hampshire
(6/28/2021)

IAR

New Jersey
(11/7/2006)

New Jersey
(1/4/2017)

New Mexico
(6/28/2021)

New York
(10/24/2013)

IAR

New York
(4/26/2022)

North Carolina
(6/28/2021)

North Dakota
(6/28/2021)

Ohio
(6/28/2021)

Oklahoma
(6/28/2021)

Oregon
(6/28/2021)

Pennsylvania
(6/28/2021)

Puerto Rico
(10/24/2013)

Rhode Island
(6/28/2021)

South Carolina
(6/28/2021)

South Dakota
(6/28/2021)

Tennessee
(6/28/2021)

Texas
(6/28/2021)

Utah
(6/28/2021)

Vermont
(6/28/2021)

Virgin Islands
(10/24/2013)

Virginia
(6/28/2021)

Washington
(6/28/2021)

West Virginia
(6/28/2021)

Wisconsin
(6/28/2021)

Wyoming
(6/28/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/6/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/14/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/29/1993

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

BLACKROCK FINANCIAL MANAGEMENT, INC

CRD#: 107105 / SEC#: 801-48433

RIA

Registered Investment Advisory firm - (2/28/1995 Approved)

Oklahoma

Registered Investment Advisory firm - (3/31/2006 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

50 Hudson Yards, New York, NY 10001

Mailing Address

Phone number

(212) 810-5300

Established

Firm type

Fiscal year end

# of Employees

7,410

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BLACKROCK FINANCIAL MANAGEMENT, INC. - BROCHURE (10/1/2025)

Regulatory assets under management

Total Number of Accounts	2,269
AUM (Assets Under Management)	$ 1,327,868,750,254

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/28/2025	Cover Page	Report
10/24/2024	Cover Page	Report
01/26/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

Similar Advisors

Robert Burns

J.P. MORGAN SECURITIES LLC

IAR

Palm Beach Gardens, FL

Spencer Carpenter Iv

TRUIST ADVISORY SERVICES, INC.

IAR

WEST PALM BEACH, FL

Benjamin Silberman

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Palm Beach Gardens, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Daniel J. Deckman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Jay Deckman's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLACKROCK INVESTMENTS, LLC

MERRILL LYNCH INVESTMENT MANAGERS LP

FAM DISTRIBUTORS, INC.

ALLIANCEBERNSTEIN INVESTMENTS, INC.

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

NYLIFE DISTRIBUTORS LLC

STEIN, SHORE SECURITIES, INC.

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

F.D. ROBERTS SECURITIES, INC.

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

BLACKROCK FINANCIAL MANAGEMENT, INC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/6/2005

Series 63

Date: 10/14/1994

SIE

Date: 10/1/2018

Series 7

Date: 12/29/1993

FINRA

Current Firm

BLACKROCK FINANCIAL MANAGEMENT, INC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BLACKROCK FINANCIAL MANAGEMENT, INC

TRUST BUT VERIFY

Contact information

Similar Advisors