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Advisors / Illinois / Chicago
1yr

Daniel Socha

Financial advisor at Blackrock Investment Management

Daniel Socha is a fiduciary financial advisor in Chicago, Illinois, with 1 year in the industry. Daniel joined Blackrock Investment Management in 2025, a firm offering investment management, private fund management, and selecting outside investment managers. Blackrock Investment Management reports being paid through a percentage of assets, flat fees, and performance-based fees.

One of 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.

Chicago, IL 60606Fiduciary advisor

At a glance

Experience1 years (since 2025)
How that compares ?1 years in the industry
Office227 West Monroe Street Suite 2800, Chicago, IL 60606
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$6.45 million
Advisors at the firm675
States licensed ?1 state

Services through Blackrock Investment Management

Investment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. Aug 2025 – now

Questions to ask Daniel

Tailored to Daniel’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. Your firm can charge performance-based fees. Would that apply to me?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Daniel

How do I contact Daniel?

Call Blackrock Investment Management at (609) 282-2000 and ask for Daniel Socha. Daniel works from the Chicago, IL office.

How long has Daniel been a financial advisor?

Daniel has been in the industry since 2025, about 1 years. 1 years in the industry.

What licenses does Daniel hold?

Series 66. Tap any license on this page to see what it allows.

Is Daniel a fiduciary?

Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Daniel paid?

Blackrock Investment Management reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Daniel for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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