Harlem Valdez
Investment adviser representative at William Blair & Company L.L.C.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$64.3BFirm assets
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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
11 years in the industry.
- William BlairMay 2025 to now
- Private Client Resources, LLCMar 2024 to May 2025
- MasttroJan 2022 to Feb 2024
- UnemployedDec 2021 to Dec 2021
- JP Morgan Securities, LLCJan 2018 to Nov 2021
- Northwestern Mutual Investment Services LLCNov 2016 to Dec 2017
- Ssa Group Llc/pourhouse Bar GrillJun 2015 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 4930124
- Firm CRD
- 1252