Joel Salcedo
Professional summary
Joel Salcedo, who also goes by Joe Salcedo, is a registered financial advisor currently at BLACKROCK INVESTMENT MANAGEMENT, LLC located in New York, New York and BLACKROCK INVESTMENTS, LLC located in New York, New York.
Joel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Joel has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Joel Salcedo's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 11, 2023 - Present
BLACKROCK INVESTMENT MANAGEMENT, LLC
Office #1: 55 East 52nd Street, New York, NY 10055January 11, 2023 - Present
BLACKROCK INVESTMENTS, LLC
Office #1: 50 Hudson Yards, New York, NY 10001November 15, 2021 - November 15, 2022
MORGAN STANLEY
November 15, 2021 - November 15, 2022
MORGAN STANLEY
June 7, 2018 - November 10, 2021
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
June 5, 2018 - November 10, 2021
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
May 19, 2015 - May 31, 2018
J.P. MORGAN SECURITIES LLC
May 18, 2015 - May 31, 2018
J.P. MORGAN SECURITIES LLC
September 22, 2014 - May 4, 2015
SANTANDER SECURITIES LLC
September 18, 2014 - May 4, 2015
SANTANDER SECURITIES LLC
May 21, 2014 - September 9, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
May 21, 2014 - September 9, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 11, 2013 - May 2, 2014
J.P. MORGAN SECURITIES LLC
October 1, 2012 - May 2, 2014
J.P. MORGAN SECURITIES LLC
November 5, 2011 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
Primary Firm SEC Registration
BLACKROCK INVESTMENT MANAGEMENT, LLC
CRD#: 108928 / SEC#: 801-56972
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/26/2024)
(1/13/2023)
(1/11/2023)
(1/11/2023)
Exams
FINRA
Current Firm
BLACKROCK INVESTMENT MANAGEMENT, LLC
CRD#: 108928 / SEC#: 801-56972
Contact information
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.
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