Steven
Zendel

William Blair

CRD#5778951
Investment Advisor
in Chicago, IL

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About this Advisor

Steven Zendel is a financial advisor who works in Chicago, Illinois with a total of 5 years of industry experience. Zendel is an employee of William Blair. Throughout their career, they have worked at Citadel Lc and William Blair. Zendel holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Illinois. William Blair is an advisory business headquartered in Chicago, IL. The investment advisory business has offices in 10 locations and a total of 345 people on staff. It handles $42 billion in assets under management across its 44,686 accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 39 charitable organizations. Of its 44,686 customer accounts, 32% are held by high-net-worth clients who have greater than $1 million in investable assets. William Blair offers a number 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 advisory fees usually depend on which service is provided. However, fee types charged by William Blair most likely include any blend of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

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

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William Blair Brokerage Details

Total Assets Under Management

$41,721,600,830

IL Average: $6,674,516,078
Total Number of Employees

345

IL Average: 44
Total Number of Accounts

44,686

IL Average: 2,564
Average Account Size

$933,662

IL Average: $2,603,165

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

Steven Zendel Work History

Steven has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

William Blair

2011 - 2018 (7 years)

Citadel Lc

*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 Steven Zendel 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

Douglas Kryscio
Chicago, IL
Michael Pezzuto
Chicago, IL
Ashley Mcguinness
Chicago, IL
John Welch
Chicago, IL
Kimberly Speese
Chicago, IL
Luke Hepler
Chicago, IL
Kyle Bakhshi
Chicago, IL
Thomas Thibeault
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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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.

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