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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
IL RA APPROVED 2009-04-28
  • IL RA
    APPROVED
    Since 2009-04-28

Branch Locations

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

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

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

Lake Forest, IL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
William Blair & Company Llc Chicago IL 04/2009 Present
  • 04/2009 → Present
    William Blair & Company Llc
    Chicago, IL
Previous Registrations
Other Businesses

ARMALY BRANDS, CHAIRMAN (NON EXECUTIVE) 3.09 MANUFACTURER AND DISTRIBUTOR OF HOUSEHOLD PRODUCTS. INVESTOR SINCE 2003. 5 HOURS PER MONTH OUTSIDE OF BUSINESS HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-04-24
S63 Uniform Securities Agent State Law Examination 1985-03-18
  • S65 Uniform Investment Adviser Law Examination
    1995-04-24
  • S63 Uniform Securities Agent State Law Examination
    1985-03-18

View on SEC IAPD

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