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William Blair CRD 1252
$64.3B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
150 North Riverside Plaza, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-26 |
Branch Locations
The William Blair Building 150 North Riverside, Chicago, IL 60606-1594 • UNITED STATES
150 North Riverside Plaza, Chicago, IL 60606 • United States
5237 Summerlin Commons Blvd, Fort Meyers, FL 33907 • United States
Fort Myers, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brighthouse Securities, Llc | Charlotte | NC | 06/2020 | 10/2022 |
| Lee County School District | Fort Myers | FL | 06/2016 | 06/2020 |
| Delaware Golf Club | Delaware | OH | 06/2017 | 08/2017 |
| Stifel, Nicolaus & Company, Incorporated | Fort Myers | FL | 10/2022 | 01/2026 |
| William Blair | Chicago | IL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-24 |
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