Scott
Monty
William Blair
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About this Advisor
Scott Monty is a financial advisor operating out of Chicago, Illinois with 4 years of relevant experience. Monty is on the advisory team at William Blair. During their career, the advisor has held roles at Wells Fargo Advisors LLC and William Blair. Monty maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Illinois and New York. William Blair is an advisory company operating out of Chicago, IL. The investment advisory business has offices in 10 locations and a total of 345 advisors. It manages $42 billion in assets across its 44,686 client accounts, placing it among the largest firms in the nation by assets under management. The firm advises 39 charitable organizations. Of its 44,686 accounts, 32% belong to high-net-worth individuals who have more than $1 million in assets. The business offers a wide range 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. Financial management fees typically depend on which services the firm provides the client. Fees billed by William Blair most likely consist of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Scott Monty Work History
Scott has been registered as a financial advisor for 4 years.*
William Blair
Wells Fargo Advisors LLC
*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 Scott Monty 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.
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