JP
Joseph C. Picarello
BLACKROCK INVESTMENT MANAGEMENT
Princeton, NJ 08540
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CRD#: 6545669
JP
Professional summary
Joseph Carmine Picarello, who also goes by Joseph C Picarello, Joseph Picarello, is a registered financial advisor currently at BLACKROCK INVESTMENT MANAGEMENT, LLC located in Princeton, New Jersey and BLACKROCK INVESTMENTS, LLC located in Princeton, New Jersey.
Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Joseph has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Joseph C Picarello | Joseph Picarello
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.
-Company/Organization: Referral Group Inc. -Description of Outside Company/Organization: Real Estate Referral Agency -Title at Outside Company/Organization: Referral Agent -Description of activity conducted for such Outside Company/Organization: Refer potential real estate buyers or sellers to agency. Affiliation with the referral group is primarily to maintain activeness of real estate license which would expire if not registered with an agency. I dedicate a negligible, if any, amount of time to this outside activity each month. -Time devoted to such activity (in hours per month): 1 -Not an investment position -Start date: 08/20/2021 (2) - Fathom Realty; Real Estate Brokerage; Realtor; Act as realtor for potential buyers and sellers of residential property.; 1 hrs per month; 07-10-2023
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Carmine Picarello'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 17, 2023 - Present
BLACKROCK INVESTMENT MANAGEMENT, LLC
Office #1: 1 University Square Drive, Princeton, NJ 08540RIA
CRD#: 108928
Princeton, NJ
Current
April 14, 2023 - Present
BLACKROCK INVESTMENTS, LLC
Office #1: 1 University Square Dr, Princeton, NJ 08540BD
CRD#: 38642
Princeton, NJ
Past
March 9, 2022 - August 19, 2022
PFS INVESTMENTS INC.
RIA
CRD#: 10111
RED BANK, NJ
Past
March 4, 2022 - August 19, 2022
PFS INVESTMENTS INC.
BD
CRD#: 10111
RED BANK, NJ
Past
July 18, 2018 - December 22, 2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
RIA
CRD#: 20472
NEW YORK, NY
Past
July 3, 2018 - December 22, 2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
BD
CRD#: 20472
NEW YORK, NY
Past
January 24, 2018 - June 29, 2018
PFS INVESTMENTS INC.
BD
CRD#: 10111
MORGANVILLE, NJ
Past
September 10, 2015 - January 29, 2016
ALEXANDER CAPITAL, L.P.
BD
CRD#: 40077
RED BANK, NJ
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
New Jersey(4/14/2023)
IAR
New Jersey(4/17/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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
Registered Investment Advisory firm - (11/9/1999 Approved)Upgrade to AdvisorCheck Premium
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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
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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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