MH
Meredith L. Herold
BLACKROCK INVESTMENT MANAGEMENT
Princeton, NJ 08540
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CRD#: 4792340
MH
Professional summary
Meredith L Herold, who also goes by Meredith L Herold Mrs., Meredith Leigh Redner Ms., is a registered financial advisor currently at BLACKROCK INVESTMENT MANAGEMENT, LLC located in Princeton, New Jersey and BLACKROCK EXECUTION SERVICES located in Atlanta, Georgia.
Meredith is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Meredith has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Meredith L Herold Mrs. | Meredith Leigh Redner Ms.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Meredith L Herold's 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®
NoneExperience
Current
April 20, 2011 - Present
BLACKROCK INVESTMENT MANAGEMENT, LLC
Office #1: 1 University Square Drive, Princeton, NJ 08540RIA
CRD#: 108928
Princeton, NJ
Current
April 4, 2012 - Present
BLACKROCK EXECUTION SERVICES
Office #1: 725 Ponce De Leon Ave Ne, Atlanta, GA 30306BD
CRD#: 39438
Atlanta, GA
Current
April 18, 2025 - Present
BLACKROCK INVESTMENTS, LLC
Office #1: 725 Ponce De Leon Ave Ne, Atlanta, GA 30306BD
CRD#: 38642
Atlanta, GA
Past
April 20, 2011 - September 14, 2012
BLACKROCK CAPITAL MARKETS, LLC
BD
CRD#: 146514
PRINCETON, NJ
Past
September 29, 2006 - October 2, 2009
BLACKROCK INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 108928
PLAINSBORO, NJ
Past
September 29, 2006 - October 1, 2009
BLACKROCK INVESTMENTS, LLC
BD
CRD#: 38642
NEW YORK, NY
Past
August 23, 2004 - September 29, 2006
MERRILL LYNCH INVESTMENT MANAGERS LP
RIA
CRD#: 105068
PLAINSBORO, NJ
Past
July 12, 2004 - September 29, 2006
FAM DISTRIBUTORS, INC.
BD
CRD#: 4100
NEW YORK, NY
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".
BI
BLACKROCK INVESTMENT MANAGEMENT, LLC
BLACKROCK INVESTMENT MANAGEMENT LLC | QA ADVISERS LLC | MERRILL LYNCH QUANTITATIVE ADVISERS | MERRILL LYNCH INVESTMENT MANAGERS-QUANTITATIVE ADVISERS | MERRILL LYNCH INVESTMENT MANAGERS-ALTERNATIVE STRATEGIES | MERRILL LYNCH INVESTMENT MANAGERS, LLC | MERRILL LYNCH INVESTMENT MANAGERS - FIXED INCOME | MERRILL LYNCH GLOBAL SECURITIES FINANCING | BLACKROCK INVESTMENT MANAGEMENT, LLC
CRD#: 108928 / SEC#: 801-56972
RIA
Registered Investment Advisory firm - (11/9/1999 Approved)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.RR
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
RR
Alabama(5/22/2023)
RR
Alaska(5/22/2023)
RR
Arizona(5/22/2023)
RR
Arkansas(5/22/2023)
RR
California(4/4/2012)
RR
Colorado(5/22/2023)
RR
Connecticut(5/22/2023)
RR
Delaware(5/22/2023)
RR
District of Columbia(5/22/2023)
RR
Florida(5/22/2023)
RR
Georgia(5/24/2021)
IAR
Georgia(2/3/2022)
RR
Hawaii(5/22/2023)
RR
Idaho(5/22/2023)
RR
Illinois(5/22/2023)
RR
Indiana(5/22/2023)
RR
Iowa(5/22/2023)
RR
Kansas(5/22/2023)
RR
Kentucky(5/22/2023)
RR
Louisiana(5/22/2023)
RR
Maine(5/22/2023)
RR
Maryland(5/22/2023)
RR
Massachusetts(5/22/2023)
RR
Michigan(5/22/2023)
RR
Minnesota(5/22/2023)
RR
Mississippi(5/22/2023)
RR
Missouri(5/22/2023)
RR
Montana(5/22/2023)
RR
Nevada(5/22/2023)
RR
New Hampshire(5/22/2023)
IAR
New Jersey(4/20/2011)
RR
New Jersey(4/4/2012)
RR
New Mexico(5/22/2023)
RR
New York(4/4/2012)
RR
North Carolina(5/22/2023)
RR
North Dakota(5/22/2023)
RR
Ohio(5/22/2023)
RR
Oklahoma(5/22/2023)
RR
Oregon(5/22/2023)
RR
Pennsylvania(5/22/2023)
RR
Puerto Rico(5/22/2023)
RR
Rhode Island(5/22/2023)
RR
South Carolina(5/22/2023)
RR
South Dakota(5/22/2023)
RR
Tennessee(5/22/2023)
RR
Texas(5/22/2023)
RR
Utah(5/22/2023)
RR
Vermont(5/22/2023)
RR
Virginia(5/22/2023)
RR
Washington(5/22/2023)
RR
West Virginia(5/22/2023)
RR
Wisconsin(5/22/2023)
RR
Wyoming(5/22/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
BI
BLACKROCK INVESTMENT MANAGEMENT, LLC
BLACKROCK INVESTMENT MANAGEMENT LLC | QA ADVISERS LLC | MERRILL LYNCH QUANTITATIVE ADVISERS | MERRILL LYNCH INVESTMENT MANAGERS-QUANTITATIVE ADVISERS | MERRILL LYNCH INVESTMENT MANAGERS-ALTERNATIVE STRATEGIES | MERRILL LYNCH INVESTMENT MANAGERS, LLC | MERRILL LYNCH INVESTMENT MANAGERS - FIXED INCOME | MERRILL LYNCH GLOBAL SECURITIES FINANCING | BLACKROCK INVESTMENT MANAGEMENT, LLC
CRD#: 108928 / SEC#: 801-56972
RIA
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Contact information
Main Address
1 University Square Drive, Princeton, NJ 08540
Mailing Address
Phone number
(609) 282-2000
Established
Firm type
Fiscal year end
# of Employees
1,457
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 48,659 |
| AUM (Assets Under Management) | $ 508,159,772,327 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 10/24/2024 | ||
| 01/26/2024 |
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.
Company Information
BLACKROCK INVESTMENT MANAGEMENT, LLC
CRD#: 108928Princeton, NJ 08540TRUST BUT VERIFY
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