Aaron Pisani is a registered investment advisor at William Blair & Company L.L.C., based in Chicago, IL, with 25 years of industry experience. Aaron is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 38,171 clients with $64B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
The William Blair Building, 150 North Riverside, Chicago, IL, 60606
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Regulatory History
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.
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Aaron is an employee of Manning & Napier Advisors, LLC, an affiliated registered investment advisor. He also provides consulting services through Zedhead, LLC, starting in 2022, which is not investment-related and requires minimal time.
Employment History
Current Registrations
William BlairBroker
William Blair & Company L.L.C.
William Blair
Previous Registrations
Manning & Napier Advisors, LLC
Manning & Napier Investor Services, INC.Broker
Guardian Investor Services LLCBroker
Morningstar Investment Services, INC.Broker
Oppenheimerfunds Distributor, INC.Broker
Bear, Stearns & CO. INC.Broker
Mercer Allied Company, L.P.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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