Christopher
Davis
William Blair
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About this Advisor
Christopher Davis is a financial advisor based in Chicago, Illinois with a total of 2 years of industry experience. Davis works at William Blair. Over the course of their career, Davis has held roles at Modern Woodmen Of America, Orlando Health, Weiser Security, Pet Supermarket, Winn-Dixie, Satellites Unlimited, Family Dollar, Mwa Financial Services Inc, Florida Decorating Center, Axa Advisors, LLC, Madison Avenue Securities, LLC, The Lifewealth Group, Ae Wealth Management, LLC and Morgan Stanley. Davis holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Georgia. William Blair is a financial advisory firm based out of Chicago, IL. It has offices in 10 locations and a total of 345 employees. It has $42 billion in total assets among its 44,686 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 39 charities and foundations. Of its 44,686 accounts, 32% are held by high-net-worth investors who have greater than $1 million in investable assets. The business offers a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services largely are based on which service is provided. Fees billed by William Blair most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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William Blair Brokerage Details
$41,721,600,830
345
44,686
$933,662
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Christopher Davis Work History
Christopher has been registered as a financial advisor for 2 years.*
Morgan Stanley
Madison Avenue Securities, LLC
The Lifewealth Group
Ae Wealth Management, LLC
Axa Advisors, LLC
Axa Advisors, LLC
Florida Decorating Center
Mwa Financial Services Inc
Modern Woodmen Of America
Weiser Security
Pet Supermarket
Orlando Health
Winn-Dixie
Satellites Unlimited
Family Dollar
Orlando Health
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christopher Davis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at William Blair & Company L.L.C
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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