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Bryanna Unzueta

Investment adviser representative at William Blair & Company L.L.C.
15 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

15 years in the industry.

  1. William BlairJun 2022 to now
  2. Depaul UniversityAug 2021 to Nov 2023
  3. Propharma GroupAug 2021 to May 2022
  4. Rush University Medical CenterFeb 2020 to Aug 2021
  5. Rush Univeristy Medical Center, OakbrookDec 2018 to Feb 2020
  6. Realpage Utility ManagementSep 2016 to Dec 2018
  7. Saint Ambrose UniversityAug 2011 to Dec 2019

Exams passed

  • Series 66 · Uniform Combined State Law2025

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
7596840
Firm CRD
1252
Advisor's SEC record (opens in a new tab)
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