Victor
Sanchez

William Blair

CRD#7140790
Investment Advisor
in Chicago, IL

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About this Advisor

Victor Sanchez is a financial advisor based in Chicago, Illinois, working with William Blair. Victor has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Options Clearing Corporation, Sky Zone Indoor Trampoline Park, University Of Illinois At Chicago, Bank Of America, N.A, and William Blair. Victor has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Victor 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

Series 66

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, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

150 North Riverside Plaza
Chicago, IL 60606

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William Blair Brokerage Details

Total Assets Under Management

$49,981,350,919

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

440

IL Average: 44
Total Number of Accounts

49,755

IL Average: 2,564
Average Account Size

$1,004,549

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
  • Other

Victor Sanchez Work History

2022 - Present (2 years)

William Blair

2019 - 2022 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - 2022 (3 years)

Bank Of America, N.A

2017 - 2019 (2 years)

Options Clearing Corporation

2015 - 2019 (4 years)

University Of Illinois At Chicago

2014 - 2016 (2 years)

Sky Zone Indoor Trampoline Park

Disclosures

Please visit the SEC profile of Victor Sanchez 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
Allen Garber Jr.
Chicago, IL
Kelly Allison
Chicago, IL
Kelsey Stella
Chicago, IL
Zachary Fernberger
Chicago, IL
Daniel Summers
Chicago, IL
Jennifer Ferworn
Chicago, IL
Tyler Glover
Chicago, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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