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Alisa D Ciccone

William Blair & Company L.L.C.
26 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementHigh Net Worth
William Blair & Company L.L.C.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
340 advisors
Number of Clients
37,515 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$58.3B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only

Location

The William Blair Building, 150 North Riverside, Chicago, IL, 60606-1594

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
William Blair & Company L.L.C.
April 2017 - Present · 8 yrs 10 mos
William Blair
June 1999 - Present · 26 yrs 8 mos
William BlairBroker
June 1999 - Present · 26 yrs 8 mos
Previous Registrations
Raymond James & Associates, INC.Broker
May 1999 - May 1999 · 0 mos
Painewebber IncorporatedBroker
January 1999 - April 1999 · 3 mos
State Registrations44 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.