David T. Kuzia
Investment adviser representative at William Blair & Company L.L.C.
30 yearsExperience
1 stateRegistered in
$64.3BFirm assets
78 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
30 years in the industry.
- William BlairJun 2026 to now
- Carillon Tower Advisers, Inc.May 2025 to now
- Raymond James & Associates, Inc.May 2025 to now
- Advisors Asset Management, IncJun 2019 to Mar 2025
- Oppenheimerfunds Distributor, Inc.Jul 1996 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (IL).
William Blair & Company L.L.C.
$64.3BAssets managed
38,171Clients
329Advisers
78 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2389596
- Firm CRD
- 1252