Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Christian Quilici is a financial advisor at William Blair. Gregory has been in the industry since 1994 and has held various positions at different firms such as Credit Suisse Securities (USA) LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Knight Equity Markets, L.P., Goldman, Sachs & Co. Gregory is registered in California and Illinois.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Equity research services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
11/08/2022 - Present
William Blair (SAN FRANCISCO CA)
CA
11/09/2016 - 12/01/2022
CREDIT SUISSE SECURITIES (USA) LLC (SAN FRANCISCO CA)
CA
03/23/2010 - 11/08/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
CA
03/17/2009 - 03/05/2010
KNIGHT EQUITY MARKETS, L.P. (SAN FRANCISCO CA)
NY
11/25/2003 - 03/13/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
08/09/1994 - 10/28/2003
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 07/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2009
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/08/1997
Series 3 - National Commodity Futures Examination
BC
Issued 08/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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