Brian James Glynn

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

• 01/2015 → 08/2017
  Cedar Capital, Llc
  Chicago, IL
• 04/2015 → 08/2017
  Foreside Fund Services, Llc
  Chicago, IL
• 08/2017 → Present
  William Blair & Company
  Chicago, IL

Previous Registrations

• 2015-04-14 → 2017-12-11
  Cedar Capital, Llc
  Glen Ellyn, IL
• 2013-04-08 → 2013-07-31
  Sanctuary Securities, Inc.
  Miami, FL

Exams

• S66 Uniform Combined State Law Examination
  2013-03-28

Other Names

• Brian James Glynn
• Brian Glynn