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Robert Boeye

William Blair & Company L.L.C.
4 Years of Experience
Atlanta, GA
1 DisclosureBroker
View SEC Summary
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Robert Boeye is a registered investment advisor at William Blair & Company L.L.C., based in Atlanta, GA, with 4 years of industry experience. Robert 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.

William Blair & Company L.L.C.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
329 advisors
IM Fee
Planning only
Assets Under Management
$64.3B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

3060 Peachtree Rd Nw, Suite 900, Atlanta, GA, 30305

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History

Regulatory History (1)
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Criminal
September 2019
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
William Blair & Company L.L.C.
November 2022 - Present · 3 yrs 11 mos
William Blair
August 2022 - Present · 4 yrs 2 mos
William BlairBroker
August 2022 - Present · 4 yrs 2 mos
State Registrations33 states
ALARAZCACOCTDCFLGAILINKYLAMAMDMIMNMOMSNCNHNJNVNYOHORPASCTNTXUTVAWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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