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Albert Abdo

William Blair

Chicago, IL

Chicago, IL

Fort Meyers, FL

Fort Myers, FL

CRD 6376918

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Employer firm

William Blair CRD 1252

$64.3B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • EQUITY RESEARCH SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
William Blair

150 North Riverside Plaza, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-21
  • FL RA
    APPROVED
    Since 2026-01-21

Branch Locations

150 North Riverside Plaza, Chicago, IL 60606 • United States

The William Blair Building 150 North Riverside, Chicago, IL 60606-1594 • UNITED STATES

5237 Summerlin Commons Blvd, Fort Meyers, FL 33907 • United States

Fort Myers, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Myers FL 07/2014 01/2026
Bank Of America, N.A. Fort Myers FL 05/2015 01/2026
William Blair Chicago IL 01/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-01-06
  • S66 Uniform Combined State Law Examination
    2015-01-06

View on SEC IAPD

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