Richard Mcdaniel
Investment adviser representative at William Blair & Company L.L.C.
10 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
10 years in the industry.
- William BlairMay 2023 to now
- First Republic BankSep 2022 to May 2023
- Regions BankAug 2019 to Sep 2022
- WalmartJun 2019 to Jul 2019
- University of Southern MississippiAug 2017 to Jun 2019
- Regions BankApr 2017 to Aug 2017
- Wells Fargo BankAug 2016 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7741990
- Firm CRD
- 1252