Skip to content

Sanjeev Joshi

Investment adviser representative at William Blair & Company L.L.C.
13 yearsExperience
1 stateRegistered in
$64.3BFirm assets
78 yearsFirm in business

Are you Sanjeev Joshi? Claim your profile

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

13 years in the industry.

  1. William BlairSep 2025 to now
  2. William Blair and CompanySep 2025 to now
  3. Brown AdvisoryAug 2018 to Sep 2025
  4. UBS Asset ManagementOct 2013 to Jul 2018

Exams passed

  • Series 66 · Uniform Combined State Law2025

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
6267383
Firm CRD
1252
Advisor's SEC record (opens in a new tab)
CallContact this firm