TrueAdvisor
TrueAdvisor
AF
AF

Alexander S Fernberger

William Blair & Company L.L.C.
14 Years of Experience
Broker
View SEC Summary
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

Flourtown, PA

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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.

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Employment History
Current Registrations
William Blair
May 2024 - Present · 1 yr 9 mos
William Blair & Company L.L.C.
May 2024 - Present · 1 yr 9 mos
William BlairBroker
May 2024 - Present · 1 yr 9 mos
Previous Registrations
Raymond James & Associates, INC.
February 2016 - May 2024 · 8 yrs 3 mos
Raymond James & Associates, INC.Broker
February 2016 - May 2024 · 8 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2011 - February 2016 · 4 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2011 - February 2016 · 4 yrs 11 mos
State Registrations37 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.