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Beth L Anthony

William Blair

Chicago, IL

Chicago, IL

Marysville, OH

Powell, OH

CRD 4139447

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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
OH RA APPROVED 2026-08-27
  • OH RA
    APPROVED
    Since 2026-08-27

Branch Locations

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

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

Marysville, OH • United States

50 E Olentangy St, Powell, OH 43065 • 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
Stifel Nicolaus & Co., Inc. Dublin OH 03/2004 01/2026
William Blair Chicago IL 01/2026 Present
  • 03/2004 → 01/2026
    Stifel Nicolaus & Co., Inc.
    Dublin, OH
  • 01/2026 → Present
    William Blair
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-08-04
S63 Uniform Securities Agent State Law Examination 2000-04-19
  • S65 Uniform Investment Adviser Law Examination
    2006-08-04
  • S63 Uniform Securities Agent State Law Examination
    2000-04-19

View on SEC IAPD

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