Rene Galvan, financial advisor Chicago IL

Rene Galvan

CRD Number: 6579175
Current Firm: William Blair & Company LLC

Rene Galvan (CRD# 6579175) is an Investment Advisor Representative working at William Blair & Company LLC in Chicago, IL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
William Blair Chicago, IL Apr 2018 - Current 3
University Of Illinois At Chicago Chicago, IL Aug 2014 - Apr 2018 3
William Blair Chicago, IL Aug 2017 - Jan 2018 < 1
Northern Trust Chicago, IL Jun 2017 - Aug 2017 < 1
Menard's Bolingbrook, IL Dec 2015 - Feb 2017 1
Star On Euro Services Oakbrook Terrace, IL Jan 2014 - Dec 2015 1
Hardee's Bolingbrook, IL Jun 2013 - Dec 2015 2
Subway Bolingbrook, IL May 2012 - Jun 2013 1
Education Romeoville, IL Apr 2008 - May 2012 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2018
Contact Info for Rene M. Galvan
Phone Number: 312-236-1600
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    42,226
    MILLIONS
  • Total Number of Accounts
    33,537
    ACCOUNTS
  • Average Account Value
    $1,259,078
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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