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Naomi Ekine

Investment adviser representative at William Blair & Company L.L.C.
11 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

11 years in the industry.

  1. William BlairFeb 2025 to now
  2. Avidian Wealth SolutionsJun 2024 to Aug 2024
  3. University of Houston - University Career ServicesSep 2023 to Jan 2024
  4. University of Houston - C. T. Bauer College of BusinessAug 2023 to Dec 2024
  5. Allstate InsuranceJan 2022 to Jul 2023
  6. University of Houston-victoriaAug 2020 to May 2022
  7. Houston Community CollegeAug 2018 to Jul 2020
  8. UnemployedFeb 2015 to Aug 2018

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
8035896
Firm CRD
1252
Advisor's SEC record (opens in a new tab)
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