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Robert Santos Castaneda

William Blair

Chicago, IL

Atlanta, GA

Chicago, IL

Powder Springs, GA

CRD 4269280

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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:

Current Employers
William Blair

150 North Riverside Plaza, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2017-03-06
GA RA APPROVED 2016-12-14
  • IL RA
    APPROVED
    Since 2017-03-06
  • GA RA
    APPROVED
    Since 2016-12-14

Branch Locations

The William Blair Building 150 North Riverside, Chicago, IL 60606-1594 • UNITED STATES

3060 Peachtree Rd Nw Suite 900, Atlanta, GA 30305 • United States

150 North Riverside Plaza, Chicago, IL 60606 • United States

Powder Springs, GA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
William Blair Chicago IL 01/2016 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2002-05-03
  • S63 Uniform Securities Agent State Law Examination
    2002-05-03

View on SEC IAPD

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