Shivani
Patel
William Blair
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About this Advisor
Shivani Patel is a financial advisor based in Chicago, Illinois, working with William Blair. Shivani has previously held positions at RBC Capital Markets, LLC, RBC Wealth Management, Deloitte, Sanoma Media Netherlands, RBC Global Asset Management (U.S.) Inc, and William Blair. Shivani has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Shivani is part of William Blair, which operates out of Chicago, Illinois. The firm has 9 offices and 440 employees. The firm manages assets totaling $50.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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
$49,981,350,919
440
49,755
$1,004,549
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
Shivani Patel Work History
William Blair
Rbc Capital Markets, LLC
Rbc Global Asset Management (U.S.) Inc
Rbc Wealth Management
Deloitte
Sanoma Media Netherlands
Disclosures
Please visit the SEC profile of Shivani Patel 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
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