Invested Better
Unclaimed

Unclaimed

Unclaimed

Gianni Luigi Dimeglio

William Blair

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Gianni? Claim Your Profile

About Gianni Luigi Dimeglio

Gianni Luigi Dimeglio is a financial advisor with William Blair. Gianni Luigi Dimeglio is registered with FINRA as a Registered Representative and is also licensed as an Investment Advisor Representative in Connecticut. Gianni Luigi Dimeglio has been in the financial industry for over 17 years. Gianni Luigi Dimeglio has experience with clients ranging from high-net-worth individuals to corporations and other businesses, pooled investment vehicles, and charitable organizations. In addition to traditional portfolio management, Gianni Luigi Dimeglio provides financial planning services and selects other advisors for clients. Gianni Luigi Dimeglio also offers equity research services. Prior to joining William Blair, Gianni Luigi Dimeglio was employed by TD Private Client Wealth LLC and TD Bank, N.A.

Firm Information

Gianni Dimeglio is currently registered with William Blair. William Blair is a Limited Liability Company formed in 1995 with its main office in Chicago, Illinois. They have 51 licensed agents, 250 investment adviser representatives, and 399 registered representatives. They provide a variety of advisory services including financial planning, selection of other advisors, and portfolio management for businesses and individuals. They also manage pooled investment vehicles. They have approximately $49.98 billion in regulatory assets under management. Their primary client base includes corporations or other businesses, high-net-worth individuals, and individuals other than high-net-worth. They also serve charitable organizations, pooled investment vehicles, pension and profit-sharing plans, and other investment advisors.
William Blair

150 NORTH RIVERSIDE PLAZA

CHICAGO, IL 60606

$49.98B

Assets Under Management

Not reported

Total Clients

423

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

equity research services

Equity research services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Gianni Dimeglio’s Registration & Firm History

IL

09/24/2021 - Present

William Blair (CHICAGO IL)

CT

02/28/2013 - 10/26/2021

TD PRIVATE CLIENT WEALTH LLC (WILTON CT)

NY

06/08/2010 - 09/17/2010

PARK AVENUE SECURITIES LLC (RYE BROOK NY)

NY

11/04/2003 - 05/25/2010

WELLS FARGO ADVISORS, LLC (ARDSLEY NY)

Not sure if Gianni Luigi Dimeglio is right for you?

Licenses & Designations

BC

Issued 11/07/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/04/2012

Series 7 - General Securities Representative Examination

BC

Issued 11/03/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

NYSE Chicago, Inc.

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Gianni Luigi Dimeglio.
Not sure if Gianni Luigi Dimeglio is right for you?