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Cynthia Ruth Rosendale

Investment adviser representative at William Blair & Company L.L.C.
19 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

19 years in the industry.

  1. William BlairMay 2023 to now
  2. Morgan Stanley Smith BarneyJun 2009 to May 2023
  3. Morgan Stanley & Co., IncorporatedApr 2007 to May 2023

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998
  • Series 66 · Uniform Combined State Law2002

State registrations

Registered as an investment adviser representative in 1 state (CO).

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
3020692
Firm CRD
1252
Advisor's SEC record (opens in a new tab)
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