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Gary Garabedian

49 Years of Experience
Chicago, IL
1 DisclosureBroker

Gary Garabedian is a registered investment advisor at William Blair & Company L.L.C., based in Chicago, IL, with 49 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 37,515 clients with $58B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
323 advisors
Number of Clients
37,515 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$58.3B

Fee Structure

Minimum Investment:$50K

William Blair charges up to 2.00% annually on your portfolio, subject to negotiation. The fee is calculated quarterly based on the market value of your account. Certain assets, such as those invested in William Blair Funds or Blair Private Funds, may be excluded from the fee calculation. The fees can be directly debited from your account or invoiced.

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Location

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

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2005
Settled
Other Business Activities

Gary has a small ownership stake in H&Q Seattle Investors L.P. since 1996, requiring minimal time. He also owns property related to Garabedian Equipment, a transportation equipment sales business, since 2018, requiring no time.

Employment History
Current Registrations
William Blair & Company L.L.C.
October 2018 - Present · 7 yrs 7 mos
William Blair
September 2018 - Present · 7 yrs 8 mos
William BlairBroker
September 2018 - Present · 7 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
May 2009 - October 2018 · 9 yrs 5 mos
Wells Fargo Clearing Services, LLC
May 2009 - October 2018 · 9 yrs 5 mos
UBS Financial Services INC.Broker
November 2002 - May 2009 · 6 yrs 6 mos
UBS Financial Services INC.
November 2002 - May 2009 · 6 yrs 6 mos
J.P. Morgan Securities INC.Broker
February 2000 - May 2002 · 2 yrs 3 mos
Hambrecht & Quist LLCBroker
January 1988 - February 2000 · 12 yrs 1 mo
L. F. Rothschild & CO. IncorporatedBroker
July 1980 - February 1988 · 7 yrs 7 mos
Paine, Webber, Jackson & Curtis INC.Broker
January 1980 - August 1980 · 7 mos
Paine, Webber, Jackson & Curtis IncorporatedBroker
February 1976 - January 1980 · 3 yrs 11 mos
State Registrations23 states
ALAZCACOCTFLGAIDILINMAMIMNNJNVNYOHOKORSCTNTXWA
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.
Gary Garabedian - Financial Advisor | TrueAdvisor