Financial ADVSR advisor directory · SEC adviser records
William Blair financial advisors in California
Every SEC-registered investment adviser representative at a William Blair office in California, by city and A to Z.
3 registered advisors work at William Blair in California, out of 298 nationwide; it's the firm's number 4 state by advisors, and the most are in San Francisco (2). 0 list the CFP designation and 3 are also registered broker representatives.
William Blair advisors by city in California
Every firm in California →William Blair advisors in California, A to Z
Search by name →- Lai S. KwongSan Francisco
- Richard McDanielSan Francisco
- Kevin M. MonacoSanta Clarita
William Blair advisors in every state →William Blair: assets, clients and custodians →Advisor Moves: who changed firms this week →
William Blair in other states
Questions
How many William Blair financial advisors are in California?
3 investment adviser representatives are registered at William Blair offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 298 at the firm nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.
Where in California does William Blair have the most advisors?
San Francisco, with 2, then Santa Clarita (1). William Blair has advisors in 2 cities in California.
How do I check a William Blair advisor in California?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the William Blair office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.