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Daniel Nathan Furhman

William Blair

Chicago, IL

San Francisco, CA

Chicago, IL

Mill Valley, CA

CRD 4407229

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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
CA RA APPROVED 2019-02-07
IL RA APPROVED 2018-09-28
  • CA RA
    APPROVED
    Since 2019-02-07
  • IL RA
    APPROVED
    Since 2018-09-28

Branch Locations

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

345 California Street Suite 2700, San Francisco, CA 94104 • United States

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

Mill Valley, CA • 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
Wells Fargo Advisors Llc Chicago IL 05/2009 09/2018
William Blair Chicago IL 09/2018 Present
  • 05/2009 → 09/2018
    Wells Fargo Advisors Llc
    Chicago, IL
  • 09/2018 → Present
    William Blair
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-08-17
  • S66 Uniform Combined State Law Examination
    2001-08-17
Designations
  • Certified Financial Planner
Other Names
  • Dan Furhman

View on SEC IAPD

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