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Teresa Marie Devereux

William Blair

Chicago, IL

Chicago, IL

Chicago, IL

Baltimore, MD

Stamford, CT

Lemont, IL

CRD 1052982

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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 2015-09-11
  • IL RA
    APPROVED
    Since 2015-09-11

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

100 International Drive Suite 19000, Baltimore, MD 21202 • United States

6 Landmark Square Landmark Square Center, Stamford, CT 06901-2792 • United States

Lemont, IL • 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
OrganizationCityStateFromTo
William Blair & Company Chicago IL 09/2015 Present
  • 09/2015 → Present
    William Blair & Company
    Chicago, IL
Previous Registrations
  • 2013-07-02 → 2015-08-19
    Barclays Capital Inc.
    New York, NY
  • 2009-06-01 → 2013-07-11
    Morgan Stanley
    Purchase, NY
    Chicago, IL
    Purchase, NY
  • 1997-12-23 → 2009-06-01
    Citigroup Global Markets Inc.
    New York, NY
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-11-14
S63 Uniform Securities Agent State Law Examination 1993-02-12
  • S65 Uniform Investment Adviser Law Examination
    1997-11-14
  • S63 Uniform Securities Agent State Law Examination
    1993-02-12

View on SEC IAPD

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