This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

WILLIAM BLAIR & COMPANY L.L.C.

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 29, 1993earliest registration or exam on IAPD

Years in industry

33derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

6

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Jul 29, 1993

First registration

Aug 13, 2001

Dual registered

yes, broker-dealer

Other names

KEVIN MICHAEL MONACO|KEVIN MONACO

IAPD individual key

2119652

• Occurred

  Sep 16, 2025
  Advisor changed firm

  Kevin M Monaco left Oppenheimer & Co. Inc. for William Blair & Company L.L.C. (registered 2026-02-04)

  Form ADVobserved 6 days ago
• Occurred

  Oct 18, 2022
  Advisor changed firm

  Kevin M Monaco left D.A. Davidson & Co. for Oppenheimer & Co. Inc. (registered 2022-12-02)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d7d94e40-3933-422b-8707-b17ccea53229

First observed

Aug 13, 2001

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.