EW
CFA
EW
CFA

Eric Walania

27 Years of Experience
Chicago, IL
Broker

Eric Walania is a CFA-designated registered investment advisor at William Blair & Company L.L.C., based in Chicago, IL, with 27 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 38,171 clients with $64B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
329 advisors
IM Fee
Planning only
Assets Under Management
$64.3B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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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.
November 2011 - Present · 14 yrs 11 mos
William Blair
May 2004 - Present · 22 yrs 5 mos
William BlairBroker
May 2004 - Present · 22 yrs 5 mos
Previous Registrations
Trillium Trading LLCBroker
June 2003 - May 2004 · 11 mos
Heartland Securities CORP.Broker
February 2002 - June 2003 · 1 yr 4 mos
Bear, Stearns & CO. INC.Broker
July 2001 - November 2001 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1998 - July 2001 · 2 yrs 7 mos
State Registrations46 states
ALARAZCACOCTDCDEFLGAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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