Gilbert Foley Fitzgerald

CRD 7300223

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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

Authority	Category	Status	Date
IL	RA	APPROVED	2021-01-11

IL RA
APPROVED

Since 2021-01-11

Branch Locations

The William Blair Building 150 North Riverside, Chicago, IL 60606 • United States

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

Organization	City	State	From	To
Indiana University-Bloomington	Bloomington	IN	08/2015	12/2019
Discover Financial Services	Riverwoods	IL	05/2018	08/2018
Discover Financial Services	Riverwoods	IL	05/2019	08/2019
Self Employed	Chicago	IL	01/2020	09/2020
William Blair & Company, Llc	Chicago	IL	09/2020	Present

08/2015 → 12/2019

Indiana University-Bloomington

Bloomington, IN
05/2018 → 08/2018

Discover Financial Services

Riverwoods, IL
05/2019 → 08/2019

Discover Financial Services

Riverwoods, IL
01/2020 → 09/2020

Self Employed

Chicago, IL
09/2020 → Present

William Blair & Company, Llc

Chicago, IL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-01-11

S66 Uniform Combined State Law Examination

2021-01-11

Other Names

Gilbert Fitzgerald

View on SEC IAPD

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