Alexander Vergara
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.
- William BlairApr 2026 to now
- Fidelity InvestmentsJun 2025 to now
- UnemployedMay 2024 to Jun 2025
- Union RecNov 2023 to May 2024
- VerizonJun 2023 to Aug 2023
- University of MichiganAug 2022 to May 2024
- UnemployedJun 2022 to Aug 2022
- DeloitteFeb 2018 to Jun 2022
- UnemployedDec 2017 to Feb 2018
- Fidelity InvestmentsJun 2017 to Aug 2017
- SaltOct 2016 to Dec 2017
- University of ColoradoAug 2015 to Dec 2017
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
- 8116178
- Firm CRD
- 1252