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Renee Gagliardo

William Blair

Chicago, IL

Chicago, IL

Chicago, IL

CRD 7415735

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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
IL RA APPROVED 2026-07-16
  • IL RA
    APPROVED
    Since 2026-07-16

Branch Locations

The William Blair Building 150 North Riverside, Chicago, IL 60606 • United States

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

150 North Riverside Plaza, Chicago, IL 60606 • 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
William Blair Chicago IL 07/2021 Present
Full-Time Education River Forest IL 08/2005 05/2021
  • 07/2021 → Present
    William Blair
    Chicago, IL
  • 08/2005 → 05/2021
    Full-Time Education
    River Forest, IL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-05-09
S66 Uniform Combined State Law Examination 2023-03-10
  • S63 Uniform Securities Agent State Law Examination
    2026-05-09
  • S66 Uniform Combined State Law Examination
    2023-03-10
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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