Daniel Joseph Maxwell

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

• 05/2018 → 08/2019
  Fischer Investment Group, Inc.
  Rochester, NY
• 08/2016 → 05/2020
  University Of Notre Dame
  Notre Dame, IN
• 08/2020 → 08/2021
  Valic Financial Advisors, Inc.
  Chicago, IL
• 05/2020 → 08/2020
  Unemployed
  Pittsford, NY
• 08/2021 → Present
  William Blair & Company
  Chicago, IL

Previous Registrations

• 2020-10-09 → 2021-08-12
  Valic Financial Advisors, Inc.
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2020-10-09

Other Names

• Daniel Maxwell