Cathy AbbottCRD Number: 1338669
Current Firm: William Blair & Company LLC
Cathy Abbott (CRD# 1338669) is an Investment Advisor Representative working at William Blair & Company LLC in Chicago, IL and has over 37 years of experience in the finance industry.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
|William Blair & Company||Chicago, IL||Jun 2005 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1985|
|S66||NASAA Uniform Combined State Law Examination||May 2005|
Total Assets Under Management49,965MILLIONS
Total Number of Accounts39,913ACCOUNTS
Average Account Value$1,251,853
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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