Mark Newman Warren
Investment adviser representative at William Blair & Company L.L.C.
17 yearsExperience
1 stateRegistered in
$64.3BFirm assets
78 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- William BlairMay 2023 to now
- Morgan Stanley Private Bank, N.AJan 2015 to now
- Morgan Stanley Private Bank, National AssociationJan 2015 to May 2023
- Morgan Stanley Smith BarneyJun 2009 to May 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (CO).
William Blair & Company L.L.C.
$64.3BAssets managed
38,171Clients
329Advisers
78 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2815519
- Firm CRD
- 1252