Tyler Matthew allen Smith
Investment adviser representative at William Blair & Company L.L.C.
11 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
11 years in the industry.
- William BlairApr 2021 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2020 to Apr 2021
- UnemployedFeb 2020 to Jul 2020
- Wells Fargo Clearing Services, LLCFeb 2017 to Feb 2020
- Wells Fargo Advisors LLCJul 2015 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 6229791
- Firm CRD
- 1252