Victor
Sanchez

William Blair

CRD#7140790
Investment Advisor
in Chicago, IL

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About this Advisor

Victor Sanchez is a financial advisor operating in Chicago, Illinois who has 1 year of relevant experience. Sanchez is an employee of William Blair. Throughout their career, they have worked 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. Sanchez has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Illinois. William Blair is a firm based in Chicago, IL. The firm has offices in 10 locations and a total of 345 advisors. It has $42 billion in total assets among its 44,686 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 39 charitable organizations. Of its 44,686 client accounts, 32% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The business provides a broad 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 typically vary depending on which service is provided. However, fees charged by William Blair likely include asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

150 North Riverside Plaza
Chicago, IL 60606

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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

Victor Sanchez Work History

Victor has been registered as a financial advisor for 1 years.*

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

*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 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
Kyle Bakhshi
Chicago, IL
Sarah Tobolski
Chicago, IL
Luke Hepler
Chicago, IL
John Welch
Chicago, IL
Ashley Mcguinness
Chicago, IL
Lawrence Gilbert
Chicago, IL
Jeremy Frazer
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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