Richard McDaniel
Investment Adviser Representative at William Blair & Company L.L.C.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Richard Mcdaniel is an investment adviser representative with William Blair & Company L.L.C. in San Francisco, CA, where they have been registered since 2023, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
- Broker:
8 states and territories
Arizona, California, Massachusetts, North Carolina, Tennessee, Utah, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- William BlairMay 2023 – no end date reportedChicago, IL
- First Republic BankSep 2022 – May 2023San Francisco, CA
- Regions BankAug 2019 – Sep 2022Hattiesburg, MS
- WalmartJun 2019 – Jul 2019Petal, MS
- University of Southern MississippiAug 2017 – Jun 2019Hattiesburg, MS
- Regions BankApr 2017 – Aug 2017Hattiesburg, MS
- Wells Fargo BankFeb 2017 – Apr 2017Hattiesburg, MS
- Wells Fargo BankAug 2016 – Feb 2017Hobbs, NM
Official records & sources
Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About William Blair & Company L.L.C.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
William Blair offers investment banking, investment management, private wealth management, equities, and equity research services, including corporate access, private shares trading, and women's wealth advisory.
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 324
- Offices listed on AdvisorFinder:
- 10
- Main office:
- Chicago, IL
- SEC file number:
- 801-688
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at William Blair & Company L.L.C.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Richard McDaniel has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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