Liza
Belokonnyi
William Blair
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About this Advisor
Liza Belokonnyi is a financial advisor based in Los Angeles, California, working with William Blair. Liza has previously held positions at Equitable Advisors, LLC, Ucsb, Palisades Charter High School, Provident Financial Management, Douglas Elliman, Ubs Financial Services, Inc, and William Blair. Liza has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Liza is part of William Blair, which operates out of Los Angeles, California. The firm has 10 offices and 469 employees. William Blair manages assets totaling $58.3 billion and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at William Blair includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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William Blair Brokerage Details
$58,329,726,421
469
37,973
$1,536,084
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Liza Belokonnyi Work History
William Blair
Ubs Financial Services, Inc
Equitable Advisors, LLC
Douglas Elliman
Provident Financial Management
Ucsb
Provident Financial Management
Palisades Charter High School
Disclosures
Please visit the SEC profile of Liza Belokonnyi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at William Blair & Company L.L.C
Chicago, IL
Stamford, CT
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Chicago, IL
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Chicago, IL
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