Adam G Pusinelli

William Blair & Company L.L.C.

5 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementHigh Net Worth

William Blair & Company L.L.C.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

340 advisors

Number of Clients

37,515 clients

Average Client Portfolio

$1.6M average

Assets Under Management

$58.3B

Fee Structure

Minimum Investment:$100K

Financial Planning:Investment management only

Location

Westworth Village, TX

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

William Blair

April 2021 - Present · 4 yrs 10 mos

William Blair & Company L.L.C.

April 2021 - Present · 4 yrs 10 mos

William BlairBroker

April 2021 - Present · 4 yrs 10 mos

Previous Registrations

Edward Jones

June 2020 - March 2021 · 9 mos

Edward JonesBroker

June 2020 - March 2021 · 9 mos

State Registrations13 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.