Perry Steele Bacon

Employer firm

William Blair CRD 1252

$64.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• EQUITY RESEARCH SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2002 → 01/2019
  Brown Advisory Securities, Llc
  Baltimore, MD
• 01/2019 → Present
  William Blair
  Chicago, IL

Previous Registrations

• 2003-10-17 → 2019-01-28
  Brown Advisory Securities, Llc
  Baltimore, MD
  Baltimore, MD
• 2002-11-20 → 2003-10-10
  Brown Advisory Securities, Llc
  Baltimore, MD
• 2000-09-18 → 2002-12-03
  Deutsche Bank Securities Inc.
  Baltimore, MD

Other Businesses

MR. BACON SERVES AS TRUSTEE TO THE WOODBOURNE CENTER CHARITABLE TRUST. LESS THAN 1 HOUR PER MONTH IS DEVOTED TO THIS ACTIVITY.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-11-01
• S63 Uniform Securities Agent State Law Examination
  1993-08-02