Demetria
Dicristofano
William Blair
Answer a few questions and
get matched with an advisor.
About this Advisor
Demetria Dicristofano is a financial advisor operating out of Chicago, Illinois. Dicristofano is an employee of William Blair. Throughout their career, they have worked at Jeff Freedman, Athleta, Fano Writes, Aerotek Baxter Credit Union, Westfield, Sni Technology, Northwestern Mutual Investment Services LLC, Jeffrey Freedman and William Blair & Co., LLC. Dicristofano holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Illinois. William Blair is a business operating out of Chicago, IL. The investment advisory business has offices in 10 locations and a total of 345 people on staff. It administers $42 billion in total assets across its 44,686 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 39 charitable organizations. Of its 44,686 accounts, 32% belong to high-net-worth investors who have more than $1 million in assets available to invest. The firm offers a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees for financial management usually depend on which services the firm provides the client. However, fee types billed by William Blair most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
William Blair Brokerage Details
$41,721,600,830
345
44,686
$933,662
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
Demetria Dicristofano Work History
Demetria has been registered as a financial advisor for 0 years.*
William Blair & Co., LLC
Athleta
Jeff Freedman
Athleta
Northwestern Mutual Investment Services LLC
Jeffrey Freedman
Athleta
Athleta
Fano Writes
Aerotek Baxter Credit Union
Westfield
Sni Technology
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Demetria Dicristofano 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
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.